LI
NEAR icon

LVZ Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

LVZ Inc’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 		$822K Sell
16,222
-385
-2% -$19.5K 0.08% 78
2026
Q1 		$844K Buy
16,607
+16
+0.1% +$817 0.1% 64
2025
Q4 		$848K Sell
16,591
-693
-4% -$35.5K 0.09% 70
2025
Q3 		$886K Buy
17,284
+112
+0.7% +$5.72K 0.1% 64
2025
Q2 		$877K Sell
17,172
-3,141
-15% -$160K 0.11% 60
2025
Q1 		$1.03M Buy
20,313
+632
+3% +$32K 0.14% 46
2024
Q4 		$994K Sell
19,681
-84
-0.4% -$4.26K 0.13% 45
2024
Q3 		$1.01M Sell
19,765
-498
-2% -$25.3K 0.13% 46
2024
Q2 		$1.02M Sell
20,263
-1,179
-5% -$59.1K 0.14% 44
2024
Q1 		$1.08M Sell
21,442
-65
-0.3% -$3.28K 0.15% 47
2023
Q4 		$1.09M Buy
21,507
+1,309
+6% +$65.5K 0.15% 47
2023
Q3 		$1.01M Buy
20,198
+410
+2% +$20.4K 0.16% 37
2023
Q2 		$984K Buy
19,788
+476
+2% +$23.6K 0.14% 51
2023
Q1 		$958K Buy
19,312
+1,290
+7% +$63.9K 0.14% 52
2022
Q4 		$888K Buy
18,022
+618
+4% +$30.4K 0.14% 48
2022
Q3 		$857K Buy
17,404
+1,939
+13% +$95.6K 0.15% 40
2022
Q2 		$762K Buy
15,465
+343
+2% +$17K 0.13% 41
2022
Q1 		$750K Sell
15,122
-1,001
-6% -$49.8K 0.1% 46
2021
Q4 		$805K Sell
16,123
-1,642
-9% -$82.1K 0.11% 44
2021
Q3 		$891K Sell
17,765
-217
-1% -$10.9K 0.13% 43
2021
Q2 		$902K Sell
17,982
-4,887
-21% -$245K 0.13% 48
2021
Q1 		$1.15M Sell
22,869
-1,891
-8% -$94.9K 0.18% 41
2020
Q4 		$1.24M Buy
24,760
+1,221
+5% +$61.2K 0.21% 37
2020
Q3 		$1.18M Buy
23,539
+206
+0.9% +$10.3K 0.24% 30
2020
Q2 		$1.17M Sell
23,333
-891
-4% -$44K 0.26% 29
2020
Q1 		$1.17M Buy
24,224
+10,846
+81% +$540K 0.29% 24
2019
Q4 		$672K Buy
13,378
+1,982
+17% +$99.7K 0.13% 49
2019
Q3 		$574K Sell
11,396
-24,899
-69% -$1.25M 0.12% 48
2019
Q2 		$1.83M Buy
36,295
+3,528
+11% +$177K 0.41% 18
2019
Q1 		$1.65M Buy
32,767
+22,784
+228% +$1.14M 0.38% 17
2018
Q4 		$498K Buy
9,983
+2,008
+25% +$100K 0.14% 42
2018
Q3 		$400K Buy
7,975
+1,389
+21% +$69.6K 0.1% 52
2018
Q2 		$330K Sell
6,586
-48,990
-88% -$2.46M 0.08% 55
2018
Q1 		$2.79M Buy
55,576
+48,571
+693% +$2.44M 0.76% 18
2017
Q4 		$351K Sell
7,005
-1,414
-17% -$71K 0.1% 46
2017
Q3 		$423K Buy
8,419
+2,157
+34% +$108K 0.14% 39
2017
Q2 		$315K Buy
6,262
+72
+1% +$3.62K 2.83% 14
2017
Q1 		$311K Buy
+6,190
New +$311K 2.93% 12
2016
Q2 		– Sell
-412,413
Closed -$20.6M – 57
2016
Q1 		$20.6M Buy
+412,413
New +$20.6M 9.71% 2

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

LVZ Inc's NEAR Position: Q2 2026 in Review

LVZ Inc reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.3% in Q2 2026, selling an estimated $19.5K and leaving 16,222 shares worth $822K. The position accounts for 0.08% of the portfolio, ranked #78.

LVZ Inc first reported a position in NEAR in Q1 2016 and has held it in 39 quarters since. The position peaked at $20.6M in Q1 2016. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • LVZ Inc held 16,222 shares of iShares Short Maturity Bond ETF worth $822K as of Q2 2026.
  • LVZ Inc sold 385 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Short Maturity Bond ETF made up 0.08% of LVZ Inc's portfolio in Q2 2026, its #78 holding.
  • LVZ Inc first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and has held it in 39 quarters since.
  • LVZ Inc's iShares Short Maturity Bond ETF position peaked at $20.6M in Q1 2016.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.