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Paragon Capital Management (Utah)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Paragon Capital Management (Utah)’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 		$217K Sell
4,281
-435
-9% -$22.1K 0.16% 69
2026
Q1 		$240K Sell
4,716
-468
-9% -$23.9K 0.2% 66
2025
Q4 		$265K Sell
5,184
-463
-8% -$23.7K 0.2% 69
2025
Q3 		$290K Sell
5,647
-1,116
-17% -$57K 0.22% 68
2025
Q2 		$346K Hold
6,763
– – 0.26% 68
2025
Q1 		$344K Sell
6,763
-90
-1% -$4.56K 0.28% 65
2024
Q4 		$346K Sell
6,853
-158
-2% -$8.01K 0.27% 61
2024
Q3 		$359K Buy
7,011
+29
+0.4% +$1.47K 0.26% 62
2024
Q2 		$351K Sell
6,982
-925
-12% -$46.4K 0.27% 60
2024
Q1 		$399K Sell
7,907
-516
-6% -$26K 0.3% 59
2023
Q4 		$426K Sell
8,423
-15
-0.2% -$751 0.34% 58
2023
Q3 		$421K Sell
8,438
-156
-2% -$7.76K 0.36% 56
2023
Q2 		$427K Sell
8,594
-101,926
-92% -$5.06M 0.36% 59
2023
Q1 		$5.48M Sell
110,520
-1,570
-1% -$77.7K 4.78% 4
2022
Q4 		$5.52M Sell
112,090
-2,663
-2% -$131K 5.14% 3
2022
Q3 		$5.65M Buy
114,753
+2,025
+2% +$99.8K 5.53% 3
2022
Q2 		$5.55M Sell
112,728
-1,229
-1% -$60.7K 5.63% 3
2022
Q1 		$5.65M Sell
113,957
-16
-0% -$796 5.24% 4
2021
Q4 		$5.69M Buy
+113,973
New +$5.7M 4.86% 5

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Paragon Capital Management (Utah)'s NEAR Position: Q2 2026 in Review

Paragon Capital Management (Utah) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.2% in Q2 2026, selling an estimated $22.1K and leaving 4,281 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #69.

Paragon Capital Management (Utah) first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.69M in Q4 2021. 254 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Paragon Capital Management (Utah) held 4,281 shares of iShares Short Maturity Bond ETF worth $217K as of Q2 2026.
  • Paragon Capital Management (Utah) sold 435 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Short Maturity Bond ETF made up 0.16% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #69 holding.
  • Paragon Capital Management (Utah) first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Paragon Capital Management (Utah)'s iShares Short Maturity Bond ETF position peaked at $5.69M in Q4 2021.
  • 254 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.