Vermillion & White Wealth Management Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-1,419	Closed	-$72.5K	–	360
2025 Q4	$72.5K	Buy	1,419 +6	+0.4%	+$307	0.04%	119
2025 Q3	$72.4K	Sell	1,413 -38	-3%	-$1.94K	0.04%	122
2025 Q2	$74.1K	Buy	1,451 +6	+0.4%	+$305	0.05%	109
2025 Q1	$73.5K	Buy	1,445 +3	+0.2%	+$152	0.05%	99
2024 Q4	$72.8K	Buy	1,442 +7	+0.5%	+$355	0.05%	102
2024 Q3	$73.5K	Buy	1,435 +6	+0.4%	+$305	0.05%	104
2024 Q2	$71.9K	Buy	1,429 +5	+0.4%	+$251	0.05%	104
2024 Q1	$71.9K	Buy	1,424 +3	+0.2%	+$151	0.06%	96
2023 Q4	$71.8K	Buy	+1,421	New	+$71.1K	0.07%	73

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vermillion & White Wealth Management Group's NEAR Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 1,419 shares — an estimated $72.5K sold.

Vermillion & White Wealth Management Group first reported a position in NEAR in Q4 2023 and held it in 9 quarters. The position peaked at $74.1K in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,419 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $72.5K.
Vermillion & White Wealth Management Group first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Short Maturity Bond ETF position peaked at $74.1K in Q2 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.