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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

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
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
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

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. 77 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.
  • 77 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.