Madrona Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Madrona Financial Services’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	$260K	Hold	5,135	–	–	0.05%	117
2026 Q1	$261K	Hold	5,135	–	–	0.06%	101
2025 Q4	$262K	Hold	5,135	–	–	0.06%	105
2025 Q3	$263K	Hold	5,135	–	–	0.06%	93
2025 Q2	$262K	Hold	5,135	–	–	0.06%	90
2025 Q1	$261K	Hold	5,135	–	–	0.07%	83
2024 Q4	$259K	Hold	5,135	–	–	0.07%	88
2024 Q3	$263K	Hold	5,135	–	–	0.07%	83
2024 Q2	$258K	Hold	5,135	–	–	0.08%	79
2024 Q1	$259K	Hold	5,135	–	–	0.09%	75
2023 Q4	$259K	Hold	5,135	–	–	0.1%	71
2023 Q3	$256K	Hold	5,135	–	–	0.12%	81
2023 Q2	$255K	Sell	5,135 -316	-6%	-$15.7K	0.12%	82
2023 Q1	$270K	Buy	5,451 +316	+6%	+$15.6K	0.15%	68
2022 Q4	$253K	Hold	5,135	–	–	0.14%	62
2022 Q3	$253K	Sell	5,135 -2,000	-28%	-$98.6K	0.16%	57
2022 Q2	$351K	Hold	7,135	–	–	0.21%	53
2022 Q1	$353K	Hold	7,135	–	–	0.17%	56
2021 Q4	$356K	Sell	7,135 -15	-0.2%	-$750	0.15%	54
2021 Q3	$359K	Hold	7,150	–	–	0.17%	50
2021 Q2	$359K	Hold	7,150	–	–	0.18%	44
2021 Q1	$359K	Sell	7,150 -794	-10%	-$39.9K	0.18%	45
2020 Q4	$399K	Buy	7,944 +794	+11%	+$39.8K	0.22%	36
2020 Q3	$358K	Hold	7,150	–	–	0.22%	38
2020 Q2	$358K	Sell	7,150 -635	-8%	-$31.4K	0.25%	37
2020 Q1	$377K	Sell	7,785 -260	-3%	-$13K	0.31%	31
2019 Q4	$404K	Sell	8,045 -855	-10%	-$43K	0.29%	39
2019 Q3	$448K	Buy	8,900 +1,750	+24%	+$88K	0.33%	36
2019 Q2	$360K	Buy	+7,150	New	+$359K	0.33%	39

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

Madrona Financial Services's NEAR Position: Q2 2026 in Review

Madrona Financial Services held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,135 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #117.

Madrona Financial Services first reported a position in NEAR in Q2 2019 and has held it in 29 quarters since. The position peaked at $448K in Q3 2019. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Madrona Financial Services held 5,135 shares of iShares Short Maturity Bond ETF worth $260K as of Q2 2026.
Madrona Financial Services left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #117 holding.
Madrona Financial Services first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 29 quarters since.
Madrona Financial Services's iShares Short Maturity Bond ETF position peaked at $448K in Q3 2019.
88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.