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

LVW 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 		$3.38M Sell
66,754
-4,378
-6% -$222K 0.29% 47
2026
Q1 		$3.62M Buy
71,132
+4,446
+7% +$227K 0.34% 38
2025
Q4 		$3.41M Buy
66,686
+7,665
+13% +$392K 0.35% 40
2025
Q3 		$3.03M Buy
59,021
+4,086
+7% +$209K 0.31% 43
2025
Q2 		$2.81M Buy
54,935
+1,026
+2% +$52.1K 0.31% 43
2025
Q1 		$2.74M Buy
53,909
+3,342
+7% +$169K 0.33% 42
2024
Q4 		$2.55M Buy
50,567
+5,800
+13% +$294K 0.31% 54
2024
Q3 		$2.29M Buy
44,767
+3,108
+7% +$158K 0.29% 52
2024
Q2 		$2.1M Buy
41,659
+1,231
+3% +$61.7K 0.31% 50
2024
Q1 		$2.04M Sell
40,428
-4,427
-10% -$223K 0.35% 48
2023
Q4 		$2.27M Buy
44,855
+558
+1% +$27.9K 0.42% 43
2023
Q3 		$2.21M Buy
44,297
+4,151
+10% +$206K 0.46% 48
2023
Q2 		$2M Buy
40,146
+13,034
+48% +$647K 0.38% 59
2023
Q1 		$1.34M Buy
27,112
+155
+0.6% +$7.67K 0.26% 78
2022
Q4 		$1.33M Buy
26,957
+445
+2% +$21.9K 0.27% 79
2022
Q3 		$1.31M Sell
26,512
-4,771
-15% -$235K 0.29% 72
2022
Q2 		$1.54M Buy
31,283
+18,854
+152% +$932K 0.31% 67
2022
Q1 		$617K Buy
+12,429
New +$618K 0.1% 125

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
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
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

LVW Advisors's NEAR Position: Q2 2026 in Review

LVW Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 6.2% in Q2 2026, selling an estimated $222K and leaving 66,754 shares worth $3.38M. The position accounts for 0.29% of the portfolio, ranked #47.

LVW Advisors first reported a position in NEAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.62M in Q1 2026. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • LVW Advisors held 66,754 shares of iShares Short Maturity Bond ETF worth $3.38M as of Q2 2026.
  • LVW Advisors sold 4,378 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares Short Maturity Bond ETF made up 0.29% of LVW Advisors's portfolio in Q2 2026, its #47 holding.
  • LVW Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • LVW Advisors's iShares Short Maturity Bond ETF position peaked at $3.62M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.