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

Win 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	–	Sell	-17,653	Closed	-$902K	–	104
2025 Q4	$902K	Buy	17,653 +481	+3%	+$24.6K	0.38%	48
2025 Q3	$881K	Buy	17,172 +1,192	+7%	+$60.9K	0.43%	39
2025 Q2	$817K	Sell	15,980 -1,604	-9%	-$81.5K	0.39%	40
2025 Q1	$895K	Buy	+17,584	New	+$891K	0.46%	41
2024 Q4	–	Sell	-21,318	Closed	-$1.09M	–	72
2024 Q3	$1.09M	Sell	21,318 -2,035	-9%	-$103K	0.51%	34
2024 Q2	$1.18M	Buy	+23,353	New	+$1.17M	0.52%	28
2023 Q4	–	Sell	-30,494	Closed	-$1.52M	–	74
2023 Q3	$1.52M	Buy	+30,494	New	+$1.52M	0.75%	24

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

Win Advisors's NEAR Position: Q1 2026 in Review

Win Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 17,653 shares — an estimated $902K sold.

Win Advisors first reported a position in NEAR in Q3 2023 and held it in 7 quarters. The position peaked at $1.52M in Q3 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Win Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 17,653 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $902K.
Win Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 7 quarters.
Win Advisors's iShares Short Maturity Bond ETF position peaked at $1.52M in Q3 2023.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.