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Herbst Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Herbst Group’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 		$347K Buy
+6,855
New +$348K 0.19% 61
2026
Q1 		– Sell
-19,898
Closed -$1.02M – 69
2025
Q4 		$1.02M Buy
+19,898
New +$1.02M 0.6% 48

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
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
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

Herbst Group's NEAR Position: Q2 2026 in Review

Herbst Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 6,855 shares worth $347K. The stake represents 0.19% of the portfolio and ranks #61 among its holdings. This is a return to the name: Herbst Group previously reported a position in NEAR as recently as Q4 2025.

Herbst Group first reported a position in NEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 79 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Herbst Group held 6,855 shares of iShares Short Maturity Bond ETF worth $347K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Herbst Group position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.19% of Herbst Group's portfolio in Q2 2026, its #61 holding.
  • Herbst Group first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Herbst Group's iShares Short Maturity Bond ETF position peaked at $1.02M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.