Hughes Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hughes Financial Services’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	$5.07K	Sell	100 -1	-1%	-$51	﹤0.01%	510
2026 Q1	$5.13K	Hold	101	–	–	﹤0.01%	421
2025 Q4	$5.16K	Hold	101	–	–	﹤0.01%	395
2025 Q3	$5.17K	Hold	101	–	–	﹤0.01%	388
2025 Q2	$5.16K	Sell	101 -20	-17%	-$1.02K	﹤0.01%	393
2025 Q1	$6.13K	Buy	+121	New	+$6.13K	﹤0.01%	374

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

Hughes Financial Services's NEAR Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.99% in Q2 2026, selling an estimated $51 and leaving 100 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Hughes Financial Services first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.13K in Q1 2025. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Hughes Financial Services held 100 shares of iShares Short Maturity Bond ETF worth $5.07K as of Q2 2026.
Hughes Financial Services sold 1 iShares Short Maturity Bond ETF share in Q2 2026, an estimated $51.
iShares Short Maturity Bond ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #510 holding.
Hughes Financial Services first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's iShares Short Maturity Bond ETF position peaked at $6.13K in Q1 2025.
88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.