Focus Financial Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Focus Financial Network’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	$4.39M	Buy	86,697 +21,787	+34%	+$1.1M	0.14%	121
2026 Q1	$3.3M	Buy	64,910 +17,180	+36%	+$877K	0.12%	145
2025 Q4	$2.44M	Buy	47,730 +25,574	+115%	+$1.31M	0.08%	184
2025 Q3	$1.14M	Buy	22,156 +12,396	+127%	+$633K	0.04%	281
2025 Q2	$499K	Buy	9,760 +178	+2%	+$9.04K	0.02%	433
2025 Q1	$487K	Buy	+9,582	New	+$485K	0.02%	427
2020 Q4	–	Sell	-4,930	Closed	-$247K	–	459
2020 Q3	$247K	Buy	4,930 +6	+0.1%	+$300	0.02%	379
2020 Q2	$246K	Buy	+4,924	New	+$243K	0.03%	338

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

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

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Focus Financial Network's NEAR Position: Q2 2026 in Review

Focus Financial Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 34% in Q2 2026, buying an estimated $1.1M and bringing the position to 86,697 shares worth $4.39M. The position accounts for 0.14% of the portfolio, ranked #121.

Focus Financial Network first reported a position in NEAR in Q2 2020 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Focus Financial Network held 86,697 shares of iShares Short Maturity Bond ETF worth $4.39M as of Q2 2026.
Focus Financial Network bought 21,787 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares Short Maturity Bond ETF made up 0.14% of Focus Financial Network's portfolio in Q2 2026, its #121 holding.
Focus Financial Network first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 8 quarters since.
79 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.