B. Riley Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

B. Riley 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	$236K	Buy	+4,657	New	+$236K	0.01%	710
2021 Q4	–	Sell	-4,412	Closed	-$222K	–	1464
2021 Q3	$222K	Sell	4,412 -1,437	-25%	-$72K	0.01%	1190
2021 Q2	$294K	Sell	5,849 -346	-6%	-$17.4K	0.01%	1032
2021 Q1	$311K	Sell	6,195 -221	-3%	-$11.1K	0.01%	979
2020 Q4	$322K	Sell	6,416 -34,040	-84%	-$1.71M	0.02%	716
2020 Q3	$2.03M	Buy	40,456 +4,846	+14%	+$243K	0.11%	195
2020 Q2	$1.78M	Sell	35,610 -30,244	-46%	-$1.5M	0.12%	183
2020 Q1	$3.19M	Buy	65,854 +23,103	+54%	+$1.15M	0.27%	87
2019 Q4	$2.15M	Buy	42,751 +5,124	+14%	+$258K	0.18%	127
2019 Q3	$1.9M	Buy	37,627 +15,380	+69%	+$773K	0.19%	122
2019 Q2	$1.12M	Sell	22,247 -3,166	-12%	-$159K	0.12%	186
2019 Q1	$1.28M	Buy	25,413 +1,624	+7%	+$81.3K	0.16%	144
2018 Q4	$1.19M	Buy	23,789 +10,270	+76%	+$514K	0.17%	133
2018 Q3	$679K	Buy	13,519 +3,422	+34%	+$172K	0.08%	268
2018 Q2	$507K	Buy	+10,097	New	+$506K	0.07%	318

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

B. Riley Wealth Advisors's NEAR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,657 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NEAR as recently as Q3 2021.

B. Riley Wealth Advisors first reported a position in NEAR in Q2 2018 and has held it in 15 quarters since. The position peaked at $3.19M in Q1 2020. 81 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

B. Riley Wealth Advisors held 4,657 shares of iShares Short Maturity Bond ETF worth $236K as of Q2 2026.
iShares Short Maturity Bond ETF was a new B. Riley Wealth Advisors position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #710 holding.
B. Riley Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 15 quarters since.
B. Riley Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.19M in Q1 2020.
81 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.