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

Centurion 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 		$1.07M Buy
21,096
+404
+2% +$20.5K 0.26% 93
2026
Q1 		$1.05M Buy
20,692
+341
+2% +$17.4K 0.24% 86
2025
Q4 		$1.04M Buy
20,351
+7,651
+60% +$392K 0.23% 85
2025
Q3 		$651K Sell
12,700
-390
-3% -$19.9K 0.15% 122
2025
Q2 		$669K Sell
13,090
-322
-2% -$16.4K 0.19% 91
2025
Q1 		$677K Hold
13,412
– – 0.21% 84
2024
Q4 		$677K Sell
13,412
-29
-0.2% -$1.47K 0.21% 84
2024
Q3 		$689K Buy
+13,441
New +$683K 0.22% 79
2024
Q1 		$723K Sell
14,327
-28
-0.2% -$1.41K 0.28% 65
2023
Q4 		$725K Sell
14,355
-83
-0.6% -$4.15K 0.31% 56
2023
Q3 		$720K Sell
14,438
-96
-0.7% -$4.78K 0.35% 54
2023
Q2 		$723K Sell
14,534
-748
-5% -$37.1K 0.35% 55
2023
Q1 		$758K Sell
15,282
-409
-3% -$20.3K 0.38% 53
2022
Q4 		$773K Buy
+15,691
New +$771K 0.44% 51

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Centurion Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2% in Q2 2026, buying an estimated $20.5K and bringing the position to 21,096 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #93.

Centurion Wealth Management first reported a position in NEAR in Q4 2022 and has held it in 14 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Centurion Wealth Management held 21,096 shares of iShares Short Maturity Bond ETF worth $1.07M as of Q2 2026.
  • Centurion Wealth Management bought 404 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Short Maturity Bond ETF made up 0.26% of Centurion Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Centurion Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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