JFS Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

JFS Wealth Advisors’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	$278K	Hold	5,484	–	–	0.01%	305
2026 Q1	$279K	Hold	5,484	–	–	0.02%	285
2025 Q4	$280K	Hold	5,484	–	–	0.02%	282
2025 Q3	$281K	Hold	5,484	–	–	0.02%	287
2025 Q2	$280K	Hold	5,484	–	–	0.02%	266
2025 Q1	$279K	Hold	5,484	–	–	0.02%	267
2024 Q4	$277K	Sell	5,484 -40	-0.7%	-$2.03K	0.02%	259
2024 Q3	$283K	Sell	5,524 -29	-0.5%	-$1.47K	0.02%	252
2024 Q2	$279K	Hold	5,553	–	–	0.02%	206
2024 Q1	$280K	Sell	5,553 -5,447	-50%	-$275K	0.02%	208
2023 Q4	$556K	Hold	11,000	–	–	0.05%	146
2023 Q3	$549K	Hold	11,000	–	–	0.05%	144
2023 Q2	$547K	Hold	11,000	–	–	0.05%	146
2023 Q1	$546K	Hold	11,000	–	–	0.05%	145
2022 Q4	$542K	Hold	11,000	–	–	0.05%	149
2022 Q3	$542K	Hold	11,000	–	–	0.06%	146
2022 Q2	$542K	Hold	11,000	–	–	0.06%	142
2022 Q1	$545K	Buy	11,000 +3,376	+44%	+$168K	0.05%	151
2021 Q4	$381K	Hold	7,624	–	–	0.04%	175
2021 Q3	$382K	Buy	+7,624	New	+$382K	0.04%	168

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

JFS Wealth Advisors's NEAR Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,484 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #305.

JFS Wealth Advisors first reported a position in NEAR in Q3 2021 and has held it in 20 quarters since. The position peaked at $556K in Q4 2023. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

JFS Wealth Advisors held 5,484 shares of iShares Short Maturity Bond ETF worth $278K as of Q2 2026.
JFS Wealth Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #305 holding.
JFS Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $556K in Q4 2023.
88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.