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

Aletheian Wealth 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 Q2	$1.16M	Buy	22,844 +563	+3%	+$28.5K	0.49%	38
2026 Q1	$1.13M	Buy	+22,281	New	+$1.14M	0.55%	35
2025 Q3	$1.11M	Sell	21,571 -436	-2%	-$22.3K	0.51%	39
2025 Q2	$1.12M	Buy	22,007 +470	+2%	+$23.9K	0.55%	35
2025 Q1	$1.1M	Buy	21,537 +1,047	+5%	+$53K	0.62%	33
2024 Q4	$1.03M	Buy	20,490 +170	+0.8%	+$8.62K	0.61%	35
2024 Q3	$1.04M	Buy	20,320 +619	+3%	+$31.5K	0.61%	33
2024 Q2	$992K	Buy	19,701 +606	+3%	+$30.4K	0.52%	45
2024 Q1	$964K	Buy	19,095 +2,950	+18%	+$149K	0.52%	48
2023 Q4	$816K	Buy	16,145 +1,226	+8%	+$61.4K	0.54%	47
2023 Q3	$744K	Buy	14,919 +183	+1%	+$9.1K	0.57%	46
2023 Q2	$733K	Buy	14,736 +1,947	+15%	+$96.6K	0.5%	49
2023 Q1	$634K	Sell	12,789 -23,385	-65%	-$1.16M	0.56%	33
2022 Q4	$1.78M	Buy	36,174 +164	+0.5%	+$8.06K	1.54%	16
2022 Q3	$1.77M	Buy	36,010 +99	+0.3%	+$4.88K	2.01%	15
2022 Q2	$1.77M	Buy	35,911 +853	+2%	+$42.2K	1.8%	17
2022 Q1	$1.74M	Buy	35,058 +6,772	+24%	+$337K	1.65%	17
2021 Q4	$1.41M	Buy	+28,286	New	+$1.41M	1.39%	14

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Aletheian Wealth Advisors's NEAR Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.5% in Q2 2026, buying an estimated $28.5K and bringing the position to 22,844 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #38.

Aletheian Wealth Advisors first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.78M in Q4 2022. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Aletheian Wealth Advisors held 22,844 shares of iShares Short Maturity Bond ETF worth $1.16M as of Q2 2026.
Aletheian Wealth Advisors bought 563 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $28.5K.
iShares Short Maturity Bond ETF made up 0.49% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Aletheian Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.78M in Q4 2022.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.