Embree Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Embree Financial Group’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	$294K	Sell	5,813 -2,278	-28%	-$116K	0.03%	226
2026 Q1	$411K	Sell	8,091 -4,602	-36%	-$235K	0.05%	170
2025 Q4	$649K	Sell	12,693 -1,794	-12%	-$91.8K	0.08%	138
2025 Q3	$743K	Sell	14,487 -7,295	-33%	-$373K	0.1%	122
2025 Q2	$1.11M	Buy	21,782 +1,099	+5%	+$55.8K	0.17%	91
2025 Q1	$1.05M	Buy	+20,683	New	+$1.05M	0.18%	88

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

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 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

Embree Financial Group's NEAR Position: Q2 2026 in Review

Embree Financial Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 28% in Q2 2026, selling an estimated $116K and leaving 5,813 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #226.

Embree Financial Group first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2025. 98 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Embree Financial Group held 5,813 shares of iShares Short Maturity Bond ETF worth $294K as of Q2 2026.
Embree Financial Group sold 2,278 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $116K.
iShares Short Maturity Bond ETF made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #226 holding.
Embree Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
Embree Financial Group's iShares Short Maturity Bond ETF position peaked at $1.11M in Q2 2025.
98 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.