Arkfeld Wealth Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Arkfeld Wealth Strategies’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	$324K	Buy	6,419 +6	+0.1%	+$304	0.1%	92
2026 Q1	$326K	Buy	6,413 +8	+0.1%	+$409	0.1%	89
2025 Q4	$328K	Buy	6,405 +12	+0.2%	+$614	0.11%	83
2025 Q3	$327K	Sell	6,393 -3	-0%	-$153	0.12%	83
2025 Q2	$325K	Sell	6,396 -44,924	-88%	-$2.28M	0.13%	79
2025 Q1	$2.6M	Sell	51,320 -1,628	-3%	-$82.5K	1.13%	22
2024 Q4	$2.67M	Sell	52,948 -26	-0%	-$1.32K	1.23%	18
2024 Q3	$2.69M	Sell	52,974 -1,135	-2%	-$57.7K	1.3%	20
2024 Q2	$2.72M	Sell	54,109 -3,762	-7%	-$189K	1.38%	18
2024 Q1	$2.89M	Sell	57,871 -6,142	-10%	-$310K	1.59%	16
2023 Q4	$3.23M	Sell	64,013 -103	-0.2%	-$5.16K	2.12%	12
2023 Q3	$3.19M	Buy	64,116 +11	+0%	+$547	2.3%	11
2023 Q2	$3.18M	Sell	64,105 -4,654	-7%	-$231K	2.31%	12
2023 Q1	$3.4M	Sell	68,759 -14,101	-17%	-$698K	2.42%	15
2022 Q4	$4.09M	Buy	82,860 +184	+0.2%	+$9.05K	2.69%	12
2022 Q3	$4.06M	Sell	82,676 -1,097	-1%	-$54.1K	2.81%	11
2022 Q2	$4.12M	Buy	83,773 +5,546	+7%	+$274K	2.7%	11
2022 Q1	$3.88M	Buy	78,227 +6,280	+9%	+$312K	2.5%	15
2021 Q4	$3.59M	Buy	71,947 +12,240	+21%	+$612K	2.16%	16
2021 Q3	$2.99M	Sell	59,707 -1,396	-2%	-$70K	1.8%	18
2021 Q2	$3.06M	Buy	61,103 +48,018	+367%	+$2.41M	1.86%	20
2021 Q1	$656K	Sell	13,085 -2,000	-13%	-$100K	0.42%	40
2020 Q4	$757K	Buy	15,085 +984	+7%	+$49.3K	0.58%	34
2020 Q3	$706K	Sell	14,101 -350	-2%	-$17.5K	0.67%	29
2020 Q2	$723K	Sell	14,451 -1,200	-8%	-$59.3K	0.81%	25
2020 Q1	$759K	Buy	15,651 +8,151	+109%	+$406K	1.02%	23
2019 Q4	$378K	Buy	+7,500	New	+$377K	0.43%	36

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

Arkfeld Wealth Strategies's NEAR Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.09% in Q2 2026, buying an estimated $304 and bringing the position to 6,419 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #92.

Arkfeld Wealth Strategies first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.12M in Q2 2022. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Arkfeld Wealth Strategies held 6,419 shares of iShares Short Maturity Bond ETF worth $324K as of Q2 2026.
Arkfeld Wealth Strategies bought 6 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $304.
iShares Short Maturity Bond ETF made up 0.1% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #92 holding.
Arkfeld Wealth Strategies first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
Arkfeld Wealth Strategies's iShares Short Maturity Bond ETF position peaked at $4.12M in Q2 2022.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.