Physician Wealth Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Physician Wealth Solutions’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	$278K	Hold	5,485	–	–	0.11%	41
2026 Q1	$279K	Sell	5,485 -2,441	-31%	-$125K	0.12%	40
2025 Q4	$405K	Buy	7,926 +29	+0.4%	+$1.49K	0.17%	36
2025 Q3	$405K	Buy	7,897 +4	+0.1%	+$204	0.18%	37
2025 Q2	$403K	Hold	7,893	–	–	0.19%	37
2025 Q1	$402K	Buy	7,893 +4	+0.1%	+$203	0.2%	33
2024 Q4	$398K	Hold	7,889	–	–	0.2%	34
2024 Q3	$401K	Buy	7,889 +2,883	+58%	+$147K	0.2%	33
2024 Q2	$252K	Buy	5,006 +28	+0.6%	+$1.4K	0.18%	36
2024 Q1	$251K	Hold	4,978	–	–	0.21%	34
2023 Q4	$251K	Buy	+4,978	New	+$249K	0.25%	34

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

Physician Wealth Solutions's NEAR Position: Q2 2026 in Review

Physician Wealth Solutions held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,485 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #41.

Physician Wealth Solutions first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q4 2025. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Physician Wealth Solutions held 5,485 shares of iShares Short Maturity Bond ETF worth $278K as of Q2 2026.
Physician Wealth Solutions left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.11% of Physician Wealth Solutions's portfolio in Q2 2026, its #41 holding.
Physician Wealth Solutions first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's iShares Short Maturity Bond ETF position peaked at $405K in Q4 2025.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.