FFP
NEAR icon

Forbes Financial Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Forbes Financial Planning’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 		$796K Sell
15,704
-677
-4% -$34.3K 0.43% 23
2026
Q1 		$833K Sell
16,381
-2,652
-14% -$135K 0.48% 23
2025
Q4 		$973K Sell
19,033
-6,206
-25% -$318K 0.57% 23
2025
Q3 		$1.28M Sell
25,239
-2,542
-9% -$130K 0.85% 20
2025
Q2 		$1.42M Sell
27,781
-131,839
-83% -$6.7M 0.96% 21
2025
Q1 		$8.12M Sell
159,620
-4,644
-3% -$235K 6.01% 5
2024
Q4 		$8.3M Buy
164,264
+13,435
+9% +$681K 4.02% 6
2024
Q3 		$7.73M Buy
150,829
+13,305
+10% +$676K 5.57% 7
2024
Q2 		$6.92M Buy
+137,524
New +$6.9M 5.44% 8

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
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
WC
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

Forbes Financial Planning's NEAR Position: Q2 2026 in Review

Forbes Financial Planning reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.1% in Q2 2026, selling an estimated $34.3K and leaving 15,704 shares worth $796K. The position accounts for 0.43% of the portfolio, ranked #23.

Forbes Financial Planning first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.3M in Q4 2024. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Forbes Financial Planning held 15,704 shares of iShares Short Maturity Bond ETF worth $796K as of Q2 2026.
  • Forbes Financial Planning sold 677 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $34.3K.
  • iShares Short Maturity Bond ETF made up 0.43% of Forbes Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Forbes Financial Planning first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Forbes Financial Planning's iShares Short Maturity Bond ETF position peaked at $8.3M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.