Alterna Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Alterna Wealth Management’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	$1.2M	Buy	+23,620	New	+$1.2M	0.69%	42
2020 Q4	–	Sell	-5,460	Closed	-$274K	–	101
2020 Q3	$274K	Sell	5,460 -7,381	-57%	-$370K	0.4%	53
2020 Q2	$642K	Sell	12,841 -425	-3%	-$21K	0.77%	31
2020 Q1	$643K	Sell	13,266 -242	-2%	-$12.1K	0.93%	29
2019 Q4	$679K	Sell	13,508 -5,904	-30%	-$297K	0.75%	32
2019 Q3	$977K	Sell	19,412 -1,832	-9%	-$92.1K	1.16%	25
2019 Q2	$1.07M	Buy	21,244 +4,802	+29%	+$241K	1.29%	27
2019 Q1	$826K	Buy	+16,442	New	+$823K	0.7%	50

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 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

Alterna Wealth Management's NEAR Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 23,620 shares worth $1.2M. The stake represents 0.69% of the portfolio and ranks #42 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in NEAR as recently as Q3 2020.

Alterna Wealth Management first reported a position in NEAR in Q1 2019 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Alterna Wealth Management held 23,620 shares of iShares Short Maturity Bond ETF worth $1.2M as of Q2 2026.
iShares Short Maturity Bond ETF was a new Alterna Wealth Management position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.69% of Alterna Wealth Management's portfolio in Q2 2026, its #42 holding.
Alterna Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.