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Kingsview Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kingsview Wealth Management’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 		$7.93M Sell
156,446
-28,307
-15% -$1.44M 0.1% 202
2026
Q1 		$9.39M Sell
184,753
-34,009
-16% -$1.74M 0.13% 138
2025
Q4 		$11.2M Buy
218,762
+71,769
+49% +$3.67M 0.16% 117
2025
Q3 		$7.54M Buy
146,993
+85,844
+140% +$4.39M 0.12% 186
2025
Q2 		$3.12M Buy
61,149
+26,587
+77% +$1.35M 0.05% 338
2025
Q1 		$1.76M Buy
34,562
+7,983
+30% +$404K 0.03% 413
2024
Q4 		$1.34M Sell
26,579
-487
-2% -$24.7K 0.03% 481
2024
Q3 		$1.39M Sell
27,066
-1,071
-4% -$54.4K 0.03% 457
2024
Q2 		$1.42M Buy
28,137
+533
+2% +$26.7K 0.03% 427
2024
Q1 		$1.39M Sell
27,604
-111
-0.4% -$5.6K 0.03% 418
2023
Q4 		$1.4M Sell
27,715
-4,855
-15% -$243K 0.04% 367
2023
Q3 		$1.62M Sell
32,570
-149
-0.5% -$7.41K 0.06% 330
2023
Q2 		$1.63M Sell
32,719
-690
-2% -$34.2K 0.06% 287
2023
Q1 		$1.66M Buy
33,409
+267
+0.8% +$13.2K 0.07% 269
2022
Q4 		$1.63M Sell
33,142
-191
-0.6% -$9.39K 0.07% 259
2022
Q3 		$1.64M Sell
33,333
-1,007
-3% -$49.6K 0.08% 251
2022
Q2 		$1.69M Buy
34,340
+5,232
+18% +$259K 0.08% 247
2022
Q1 		$1.44M Sell
29,108
-4,541
-13% -$226K 0.06% 301
2021
Q4 		$1.68M Sell
33,649
-3,119
-8% -$156K 0.07% 277
2021
Q3 		$1.84M Buy
36,768
+348
+1% +$17.4K 0.09% 242
2021
Q2 		$1.83M Buy
36,420
+154
+0.4% +$7.73K 0.09% 239
2021
Q1 		$1.82M Buy
36,266
+1,299
+4% +$65.2K 0.1% 208
2020
Q4 		$1.75M Buy
34,967
+683
+2% +$34.2K 0.13% 176
2020
Q3 		$1.72M Buy
34,284
+2,861
+9% +$143K 0.15% 151
2020
Q2 		$1.57M Buy
31,423
+1,028
+3% +$50.8K 0.16% 150
2020
Q1 		$1.47M Buy
30,395
+2,738
+10% +$136K 0.2% 131
2019
Q4 		$1.39M Sell
27,657
-1,468
-5% -$73.8K 0.17% 154
2019
Q3 		$1.47M Buy
29,125
+2,167
+8% +$109K 0.23% 126
2019
Q2 		$1.36M Buy
26,958
+638
+2% +$32K 0.23% 120
2019
Q1 		$1.32M Buy
26,320
+852
+3% +$42.7K 0.2% 136
2018
Q4 		$1.27M Buy
25,468
+7,125
+39% +$356K 0.28% 110
2018
Q3 		$921K Buy
+18,343
New +$920K 0.19% 152

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's NEAR Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 15% in Q2 2026, selling an estimated $1.44M and leaving 156,446 shares worth $7.93M. The position accounts for 0.1% of the portfolio, ranked #202.

Kingsview Wealth Management first reported a position in NEAR in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.2M in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Kingsview Wealth Management held 156,446 shares of iShares Short Maturity Bond ETF worth $7.93M as of Q2 2026.
  • Kingsview Wealth Management sold 28,307 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Short Maturity Bond ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Kingsview Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Kingsview Wealth Management's iShares Short Maturity Bond ETF position peaked at $11.2M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.