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Forteris Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Forteris Wealth Management’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 		$833K Buy
16,434
+2,007
+14% +$102K 0.68% 35
2026
Q1 		$733K Buy
14,427
+1,632
+13% +$83.3K 0.7% 36
2025
Q4 		$654K Buy
+12,795
New +$655K 0.64% 36

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

Forteris Wealth Management's NEAR Position: Q2 2026 in Review

Forteris Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 14% in Q2 2026, buying an estimated $102K and bringing the position to 16,434 shares worth $833K. The position accounts for 0.68% of the portfolio, ranked #35.

Forteris Wealth Management first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Forteris Wealth Management held 16,434 shares of iShares Short Maturity Bond ETF worth $833K as of Q2 2026.
  • Forteris Wealth Management bought 2,007 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares Short Maturity Bond ETF made up 0.68% of Forteris Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Forteris Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.