Merit Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Merit Financial Group’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	$1.04M	Sell	20,615 -2,252	-10%	-$114K	0.01%	1057
2026 Q1	$1.16M	Buy	22,867 +11,859	+108%	+$606K	0.01%	913
2025 Q4	$563K	Buy	11,008 +147	+1%	+$7.53K	﹤0.01%	1242
2025 Q3	$557K	Buy	10,861 +559	+5%	+$28.6K	0.01%	1118
2025 Q2	$526K	Buy	10,302 +259	+3%	+$13.2K	0.01%	1076
2025 Q1	$511K	Buy	+10,043	New	+$509K	0.01%	932
2019 Q4	–	Sell	-6,945	Closed	-$350K	–	244
2019 Q3	$350K	Buy	+6,945	New	+$349K	0.04%	107
2018 Q1	–	Sell	-3,567	Closed	-$213K	–	121
2017 Q4	$213K	Buy	+3,567	New	+$179K	0.05%	103

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

Merit Financial Group's NEAR Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.8% in Q2 2026, selling an estimated $114K and leaving 20,615 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1057.

Merit Financial Group first reported a position in NEAR in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.16M in Q1 2026. 81 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Merit Financial Group held 20,615 shares of iShares Short Maturity Bond ETF worth $1.04M as of Q2 2026.
Merit Financial Group sold 2,252 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $114K.
iShares Short Maturity Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1057 holding.
Merit Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 8 quarters since.
Merit Financial Group's iShares Short Maturity Bond ETF position peaked at $1.16M in Q1 2026.
81 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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