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Farther Finance Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Farther Finance 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 		$561K Sell
11,070
-253
-2% -$12.8K ﹤0.01% 1481
2026
Q1 		$574K Buy
11,323
+40
+0.4% +$2.04K 0.01% 1309
2025
Q4 		$577K Buy
11,283
+5,927
+111% +$303K 0.01% 1211
2025
Q3 		$275K Buy
5,356
+408
+8% +$20.8K ﹤0.01% 1433
2025
Q2 		$253K Sell
4,948
-117
-2% -$5.94K 0.01% 1274
2025
Q1 		$257K Hold
5,065
– – 0.01% 1118
2024
Q4 		$256K Hold
5,065
– – 0.01% 877
2024
Q3 		$260K Hold
5,065
– – 0.01% 895
2024
Q2 		$254K Sell
5,065
-837
-14% -$42K 0.01% 736
2024
Q1 		$296K Sell
5,902
-90
-2% -$4.54K 0.02% 557
2023
Q4 		$303K Buy
5,992
+237
+4% +$11.9K 0.02% 438
2023
Q3 		$287K Sell
5,755
-1
-0% -$50 0.05% 306
2023
Q2 		$286K Sell
5,756
-92
-2% -$4.56K 0.06% 255
2023
Q1 		$290K Sell
5,848
-409
-7% -$20.3K 0.08% 212
2022
Q4 		$308K Buy
+6,257
New +$308K 0.12% 168

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
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
PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

Farther Finance Advisors's NEAR Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.2% in Q2 2026, selling an estimated $12.8K and leaving 11,070 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Farther Finance Advisors first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $577K in Q4 2025. 112 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Farther Finance Advisors held 11,070 shares of iShares Short Maturity Bond ETF worth $561K as of Q2 2026.
  • Farther Finance Advisors sold 253 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1481 holding.
  • Farther Finance Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Short Maturity Bond ETF position peaked at $577K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.