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Vance Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vance Wealth’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301K Buy
5,921
+23
+0.4% +$1.18K 0.09% 96
2025
Q4 		$301K Buy
5,898
+117
+2% +$5.99K 0.09% 94
2025
Q3 		$296K Buy
5,781
+90
+2% +$4.6K 0.09% 94
2025
Q2 		$291K Sell
5,691
-1,123
-16% -$57K 0.1% 93
2025
Q1 		$347K Buy
6,814
+2,075
+44% +$105K 0.13% 78
2024
Q4 		$239K Buy
4,739
+15
+0.3% +$761 0.09% 88
2024
Q3 		$242K Sell
4,724
-128
-3% -$6.5K 0.09% 85
2024
Q2 		$244K Sell
4,852
-14
-0.3% -$702 0.1% 83
2024
Q1 		$246K Buy
4,866
+126
+3% +$6.36K 0.1% 82
2023
Q4 		$239K Buy
4,740
+32
+0.7% +$1.6K 0.1% 74
2023
Q3 		$235K Sell
4,708
-166
-3% -$8.26K 0.11% 72
2023
Q2 		$242K Buy
+4,874
New +$242K 0.11% 70
2022
Q4 		– Sell
-7,735
Closed -$381K – 79
2022
Q3 		$381K Hold
7,735
– – 0.29% 42
2022
Q2 		$381K Sell
7,735
-226
-3% -$11.2K 0.29% 39
2022
Q1 		$395K Sell
7,961
-582
-7% -$29K 0.5% 36
2021
Q4 		$427K Buy
+8,543
New +$427K 0.42% 30

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vance Wealth's NEAR Position: Q1 2026 in Review

Vance Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.39% in Q1 2026, buying an estimated $1.18K and bringing the position to 5,921 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #96.

Vance Wealth first reported a position in NEAR in Q4 2021 and has held it in 16 quarters since. The position peaked at $427K in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Vance Wealth held 5,921 shares of iShares Short Maturity Bond ETF worth $301K as of Q1 2026.
  • Vance Wealth bought 23 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.18K.
  • iShares Short Maturity Bond ETF made up 0.09% of Vance Wealth's portfolio in Q1 2026, its #96 holding.
  • Vance Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Vance Wealth's iShares Short Maturity Bond ETF position peaked at $427K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.