Optivise Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Optivise Advisory 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	$3.65M	Sell	72,004 -91,723	-56%	-$4.65M	1.85%	9
2026 Q1	$8.32M	Buy	163,727 +60,563	+59%	+$3.09M	5.04%	2
2025 Q4	$5.27M	Buy	103,164 +22,554	+28%	+$1.15M	3.04%	4
2025 Q3	$4.13M	Buy	+80,610	New	+$4.12M	2.46%	5

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Optivise Advisory Services's NEAR Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 56% in Q2 2026, selling an estimated $4.65M and leaving 72,004 shares worth $3.65M. The position accounts for 1.85% of the portfolio, ranked #9.

Optivise Advisory Services first reported a position in NEAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.32M in Q1 2026. 144 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Optivise Advisory Services held 72,004 shares of iShares Short Maturity Bond ETF worth $3.65M as of Q2 2026.
Optivise Advisory Services sold 91,723 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $4.65M.
iShares Short Maturity Bond ETF made up 1.85% of Optivise Advisory Services's portfolio in Q2 2026, its #9 holding.
Optivise Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 4 quarters since.
Optivise Advisory Services's iShares Short Maturity Bond ETF position peaked at $8.32M in Q1 2026.
144 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.