Brady Family Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Brady Family Wealth’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	$4.3M	Buy	84,905 +1,417	+2%	+$71.8K	1.24%	30
2026 Q1	$4.24M	Sell	83,488 -791	-0.9%	-$40.4K	1.32%	31
2025 Q4	$4.31M	Buy	84,279 +453	+0.5%	+$23.2K	1.33%	28
2025 Q3	$4.3M	Sell	83,826 -5,338	-6%	-$273K	1.33%	30
2025 Q2	$4.56M	Buy	89,164 +4,950	+6%	+$251K	1.41%	25
2025 Q1	$4.28M	Buy	84,214 +1,631	+2%	+$82.6K	1.37%	30
2024 Q4	$4.17M	Buy	82,583 +13,043	+19%	+$661K	1.28%	30
2024 Q3	$3.56M	Buy	69,540 +2,826	+4%	+$144K	1.07%	38
2024 Q2	$3.36M	Buy	66,714 +1,682	+3%	+$84.4K	1.08%	37
2024 Q1	$3.28M	Buy	65,032 +1,367	+2%	+$69K	1.06%	38
2023 Q4	$3.22M	Buy	63,665 +5,442	+9%	+$272K	1.1%	39
2023 Q3	$2.9M	Buy	58,223 +694	+1%	+$34.5K	1.12%	37
2023 Q2	$2.86M	Sell	57,529 -1,043	-2%	-$51.7K	1.06%	37
2023 Q1	$2.91M	Sell	58,572 -1,412	-2%	-$69.9K	1.15%	35
2022 Q4	$2.96M	Buy	+59,984	New	+$2.95M	1.22%	34

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

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

Brady Family Wealth's NEAR Position: Q2 2026 in Review

Brady Family Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.7% in Q2 2026, buying an estimated $71.8K and bringing the position to 84,905 shares worth $4.3M. The position accounts for 1.24% of the portfolio, ranked #30.

Brady Family Wealth first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.56M in Q2 2025. 119 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Brady Family Wealth held 84,905 shares of iShares Short Maturity Bond ETF worth $4.3M as of Q2 2026.
Brady Family Wealth bought 1,417 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $71.8K.
iShares Short Maturity Bond ETF made up 1.24% of Brady Family Wealth's portfolio in Q2 2026, its #30 holding.
Brady Family Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's iShares Short Maturity Bond ETF position peaked at $4.56M in Q2 2025.
119 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.