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

WestHill Financial 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	$227K	Sell	4,461 -17	-0.4%	-$868	0.04%	69
2025 Q4	$229K	Hold	4,478	–	–	0.04%	73
2025 Q3	$230K	Buy	4,478 +111	+3%	+$5.67K	0.05%	70
2025 Q2	$223K	Hold	4,367	–	–	0.05%	69
2025 Q1	$222K	Sell	4,367 -10	-0.2%	-$507	0.05%	68
2024 Q4	$221K	Buy	4,377 +98	+2%	+$4.97K	0.05%	69
2024 Q3	$219K	Buy	4,279 +89	+2%	+$4.52K	0.05%	70
2024 Q2	$211K	Hold	4,190	–	–	0.05%	66
2024 Q1	$211K	Hold	4,190	–	–	0.05%	71
2023 Q4	$212K	Hold	4,190	–	–	0.06%	70
2023 Q3	$209K	Sell	4,190 -69	-2%	-$3.43K	0.06%	66
2023 Q2	$212K	Hold	4,259	–	–	0.06%	62
2023 Q1	$211K	Buy	+4,259	New	+$211K	0.06%	61

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

WestHill Financial Advisors's NEAR Position: Q1 2026 in Review

WestHill Financial Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.38% in Q1 2026, selling an estimated $868 and leaving 4,461 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #69.

WestHill Financial Advisors first reported a position in NEAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $230K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

WestHill Financial Advisors held 4,461 shares of iShares Short Maturity Bond ETF worth $227K as of Q1 2026.
WestHill Financial Advisors sold 17 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $868.
iShares Short Maturity Bond ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q1 2026, its #69 holding.
WestHill Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 13 quarters since.
WestHill Financial Advisors's iShares Short Maturity Bond ETF position peaked at $230K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.