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Waverly Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Waverly Advisors’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 		$15.2M Buy
298,806
+39,462
+15% +$2.02M 0.11% 177
2025
Q4 		$13.3M Buy
259,344
+16,090
+7% +$824K 0.11% 185
2025
Q3 		$12.5M Buy
243,254
+134,502
+124% +$6.87M 0.12% 165
2025
Q2 		$5.56M Buy
108,752
+2,943
+3% +$149K 0.06% 286
2025
Q1 		$5.38M Sell
105,809
-1,384
-1% -$70.1K 0.07% 283
2024
Q4 		$5.41M Sell
107,193
-2,637
-2% -$134K 0.08% 208
2024
Q3 		$5.63M Sell
109,830
-713
-0.6% -$36.2K 0.1% 178
2024
Q2 		$5.56M Sell
110,543
-2,040
-2% -$102K 0.11% 169
2024
Q1 		$5.68M Sell
112,583
-15,472
-12% -$781K 0.13% 129
2023
Q4 		$6.47M Sell
128,055
-12,187
-9% -$610K 0.24% 67
2023
Q3 		$7M Sell
140,242
-33,859
-19% -$1.68M 0.31% 64
2023
Q2 		$8.66M Buy
174,101
+54,138
+45% +$2.69M 0.38% 47
2023
Q1 		$5.95M Sell
119,963
-16,098
-12% -$797K 0.31% 53
2022
Q4 		$6.7M Sell
136,061
-1,136
-0.8% -$55.9K 0.37% 48
2022
Q3 		$6.76M Sell
137,197
-8,236
-6% -$406K 0.48% 36
2022
Q2 		$7.16M Buy
+145,433
New +$7.19M 0.66% 26

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

Waverly Advisors's NEAR Position: Q1 2026 in Review

Waverly Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 15% in Q1 2026, buying an estimated $2.02M and bringing the position to 298,806 shares worth $15.2M. The position accounts for 0.11% of the portfolio, ranked #177.

Waverly Advisors first reported a position in NEAR in Q2 2022 and has held it in 16 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Waverly Advisors held 298,806 shares of iShares Short Maturity Bond ETF worth $15.2M as of Q1 2026.
  • Waverly Advisors bought 39,462 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.02M.
  • iShares Short Maturity Bond ETF made up 0.11% of Waverly Advisors's portfolio in Q1 2026, its #177 holding.
  • Waverly Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.