Wescott Financial Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wescott Financial Advisory 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	$3.72M	Buy	73,083 +12,365	+20%	+$631K	0.33%	48
2025 Q4	$3.1M	Buy	60,718 +5,933	+11%	+$304K	0.27%	51
2025 Q3	$2.81M	Buy	54,785 +3,713	+7%	+$190K	0.25%	52
2025 Q2	$2.61M	Buy	51,072 +2,588	+5%	+$131K	0.25%	52
2025 Q1	$2.47M	Buy	48,484 +3,592	+8%	+$182K	0.26%	52
2024 Q4	$2.27M	Buy	44,892 +6,253	+16%	+$317K	0.23%	54
2024 Q3	$1.98M	Buy	38,639 +4,607	+14%	+$234K	0.21%	56
2024 Q2	$1.71M	Buy	34,032 +3,572	+12%	+$179K	0.2%	61
2024 Q1	$1.54M	Buy	30,460 +22,030	+261%	+$1.11M	0.19%	61
2023 Q4	$426K	Buy	+8,430	New	+$422K	0.06%	112
2023 Q1	–	Sell	-20,081	Closed	-$989K	–	163
2022 Q4	$989K	Buy	+20,081	New	+$987K	0.21%	64

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

Wescott Financial Advisory Group's NEAR Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 20% in Q1 2026, buying an estimated $631K and bringing the position to 73,083 shares worth $3.72M. The position accounts for 0.33% of the portfolio, ranked #48.

Wescott Financial Advisory Group first reported a position in NEAR in Q4 2022 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Wescott Financial Advisory Group held 73,083 shares of iShares Short Maturity Bond ETF worth $3.72M as of Q1 2026.
Wescott Financial Advisory Group bought 12,365 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $631K.
iShares Short Maturity Bond ETF made up 0.33% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #48 holding.
Wescott Financial Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 11 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.