Infinity Wealth Counsel’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Infinity Wealth Counsel’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	$1.07M	Sell	21,066 -1,256	-6%	-$63.7K	0.86%	36
2026 Q1	$1.13M	Sell	22,322 -730	-3%	-$37.3K	1.04%	34
2025 Q4	$1.18M	Sell	23,052 -17,310	-43%	-$886K	1.07%	33
2025 Q3	$2.07M	Sell	40,362 -1,984	-5%	-$101K	2.01%	23
2025 Q2	$2.16M	Sell	42,346 -1,634	-4%	-$83K	2.18%	22
2025 Q1	$2.24M	Sell	43,980 -1,618	-4%	-$82K	2.42%	19
2024 Q4	$2.3M	Buy	+45,598	New	+$2.31M	2.46%	18

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

Infinity Wealth Counsel's NEAR Position: Q2 2026 in Review

Infinity Wealth Counsel reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.6% in Q2 2026, selling an estimated $63.7K and leaving 21,066 shares worth $1.07M. The position accounts for 0.86% of the portfolio, ranked #36.

Infinity Wealth Counsel first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2024. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Infinity Wealth Counsel held 21,066 shares of iShares Short Maturity Bond ETF worth $1.07M as of Q2 2026.
Infinity Wealth Counsel sold 1,256 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $63.7K.
iShares Short Maturity Bond ETF made up 0.86% of Infinity Wealth Counsel's portfolio in Q2 2026, its #36 holding.
Infinity Wealth Counsel first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Infinity Wealth Counsel's iShares Short Maturity Bond ETF position peaked at $2.3M in Q4 2024.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.