Shah Wealth Advisors, LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shah Wealth Advisors, LLC’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	$917K	Buy	+18,091	New	+$917K	0.21%	39

Other funds holding NEAR

CCA

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPWG

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

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Shah Wealth Advisors, LLC's NEAR Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 18,091 shares worth $917K. The stake represents 0.21% of the portfolio and ranks #39 among its holdings.

283 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Shah Wealth Advisors, LLC held 18,091 shares of iShares Short Maturity Bond ETF worth $917K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.21% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #39 holding.
283 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.