MW
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Members Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Members Wealth’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 		$1.81M Buy
35,741
+1,374
+4% +$69.7K 0.99% 26
2026
Q1 		$1.75M Buy
34,367
+7,825
+29% +$400K 1.04% 26
2025
Q4 		$1.36M Buy
+26,542
New +$1.36M 0.85% 26

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Members Wealth's NEAR Position: Q2 2026 in Review

Members Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 4% in Q2 2026, buying an estimated $69.7K and bringing the position to 35,741 shares worth $1.81M. The position accounts for 0.99% of the portfolio, ranked #26.

Members Wealth first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Members Wealth held 35,741 shares of iShares Short Maturity Bond ETF worth $1.81M as of Q2 2026.
  • Members Wealth bought 1,374 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $69.7K.
  • iShares Short Maturity Bond ETF made up 0.99% of Members Wealth's portfolio in Q2 2026, its #26 holding.
  • Members Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.