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

Ifrah 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 		$9.17M Buy
180,947
+1,825
+1% +$92.5K 2.24% 10
2026
Q1 		$9.11M Sell
179,122
-19,921
-10% -$1.02M 2.41% 9
2025
Q4 		$10.2M Buy
199,043
+3,787
+2% +$194K 2.61% 8
2025
Q3 		$10M Buy
195,256
+1,050
+0.5% +$53.6K 2.6% 9
2025
Q2 		$9.92M Sell
194,206
-289
-0.1% -$14.7K 2.71% 9
2025
Q1 		$9.89M Buy
194,495
+6,284
+3% +$318K 2.84% 9
2024
Q4 		$9.5M Buy
188,211
+4,296
+2% +$218K 2.63% 9
2024
Q3 		$9.42M Buy
183,915
+4,042
+2% +$205K 2.54% 9
2024
Q2 		$9.05M Buy
179,873
+2,340
+1% +$117K 2.57% 9
2024
Q1 		$8.96M Buy
177,533
+5,921
+3% +$299K 2.51% 9
2023
Q4 		$8.67M Sell
171,612
-37
-0% -$1.85K 2.54% 9
2023
Q3 		$8.56M Buy
171,649
+2,435
+1% +$121K 2.67% 9
2023
Q2 		$8.41M Buy
169,214
+2,023
+1% +$100K 2.55% 8
2023
Q1 		$8.29M Sell
167,191
-1,072
-0.6% -$53.1K 2.63% 8
2022
Q4 		$8.29M Sell
168,263
-2,690
-2% -$132K 2.72% 8
2022
Q3 		$8.42M Sell
170,953
-5,464
-3% -$269K 2.89% 8
2022
Q2 		$8.69M Sell
176,417
-2,203
-1% -$109K 2.82% 8
2022
Q1 		$8.85M Buy
178,620
+1,660
+0.9% +$82.6K 2.49% 7
2021
Q4 		$8.84M Buy
176,960
+3,855
+2% +$193K 2.37% 9
2021
Q3 		$8.68M Buy
173,105
+3,726
+2% +$187K 2.5% 9
2021
Q2 		$8.5M Buy
169,379
+6,954
+4% +$349K 2.43% 9
2021
Q1 		$8.15M Buy
162,425
+91,398
+129% +$4.59M 2.45% 9
2020
Q4 		$3.56M Buy
71,027
+1,333
+2% +$66.8K 1.15% 24
2020
Q3 		$3.49M Buy
69,694
+359
+0.5% +$18K 1.25% 23
2020
Q2 		$3.47M Buy
69,335
+146
+0.2% +$7.22K 1.26% 23
2020
Q1 		$3.35M Buy
69,189
+2,167
+3% +$108K 1.41% 21
2019
Q4 		$3.37M Sell
67,022
-202
-0.3% -$10.2K 1.19% 26
2019
Q3 		$3.38M Buy
67,224
+703
+1% +$35.4K 1.24% 27
2019
Q2 		$3.35M Buy
66,521
+1,517
+2% +$76.2K 1.24% 27
2019
Q1 		$3.27M Buy
65,004
+235
+0.4% +$11.8K 1.24% 26
2018
Q4 		$3.23M Sell
64,769
-1,654
-2% -$82.7K 1.36% 23
2018
Q3 		$3.33M Buy
66,423
+2
+0% +$100 1.18% 25
2018
Q2 		$3.33M Buy
+66,421
New +$3.33M 1.21% 25

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Ifrah Financial Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 1% in Q2 2026, buying an estimated $92.5K and bringing the position to 180,947 shares worth $9.17M. The position accounts for 2.24% of the portfolio, ranked #10.

Ifrah Financial Services first reported a position in NEAR in Q2 2018 and has held it in 33 quarters since. The position peaked at $10.2M in Q4 2025. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Ifrah Financial Services held 180,947 shares of iShares Short Maturity Bond ETF worth $9.17M as of Q2 2026.
  • Ifrah Financial Services bought 1,825 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $92.5K.
  • iShares Short Maturity Bond ETF made up 2.24% of Ifrah Financial Services's portfolio in Q2 2026, its #10 holding.
  • Ifrah Financial Services first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Ifrah Financial Services's iShares Short Maturity Bond ETF position peaked at $10.2M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.