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Prospera Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Prospera Financial 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 		$3.17M Buy
62,577
+5,367
+9% +$272K 0.05% 393
2026
Q1 		$2.91M Buy
57,210
+1,318
+2% +$67.3K 0.05% 402
2025
Q4 		$2.86M Buy
55,892
+15,769
+39% +$807K 0.05% 385
2025
Q3 		$2.06M Buy
40,123
+17,145
+75% +$876K 0.04% 466
2025
Q2 		$1.17M Buy
22,978
+5,500
+31% +$279K 0.02% 605
2025
Q1 		$889K Buy
17,478
+146
+0.8% +$7.4K 0.02% 593
2024
Q4 		$875K Buy
17,332
+3,000
+21% +$152K 0.02% 583
2024
Q3 		$734K Buy
14,332
+3,454
+32% +$176K 0.02% 601
2024
Q2 		$547K Buy
10,878
+2,900
+36% +$145K 0.02% 683
2024
Q1 		$403K Buy
+7,978
New +$403K 0.01% 781
2023
Q2 		– Sell
-5,597
Closed -$278K – 1056
2023
Q1 		$278K Sell
5,597
-4,403
-44% -$218K 0.01% 808
2022
Q4 		$493K Sell
10,000
-527
-5% -$25.9K 0.02% 538
2022
Q3 		$518K Hold
10,527
– – 0.03% 511
2022
Q2 		$519K Sell
10,527
-15,548
-60% -$768K 0.03% 503
2022
Q1 		$1.29M Buy
26,075
+859
+3% +$42.7K 0.05% 365
2021
Q4 		$1.26M Buy
25,216
+18,791
+292% +$940K 0.05% 353
2021
Q3 		$322K Buy
6,425
+515
+9% +$25.8K 0.02% 644
2021
Q2 		$297K Buy
5,910
+100
+2% +$5.02K 0.01% 660
2021
Q1 		$292K Buy
5,810
+494
+9% +$24.8K 0.02% 628
2020
Q4 		$266K Buy
5,316
+4,536
+582% +$227K 0.02% 566
2020
Q3 		$39K Sell
780
-3,982
-84% -$199K 0.01% 698
2020
Q2 		$238K Buy
4,762
+300
+7% +$14.8K 0.02% 501
2020
Q1 		$216K Buy
4,462
+150
+3% +$7.47K 0.02% 456
2019
Q4 		$217K Buy
+4,312
New +$217K 0.02% 551
2016
Q4 		– Sell
-5,830
Closed -$293K – 406
2016
Q3 		$293K Buy
5,830
+1,600
+38% +$80.3K 0.06% 268
2016
Q2 		$212K Sell
4,230
-2,650
-39% -$133K 0.04% 308
2016
Q1 		$344K Hold
6,880
– – 0.08% 192
2015
Q4 		$344K Sell
6,880
-100
-1% -$5K 0.08% 178
2015
Q3 		$350K Buy
+6,980
New +$350K 0.09% 164

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
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
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

Prospera Financial Services's NEAR Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.4% in Q2 2026, buying an estimated $272K and bringing the position to 62,577 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #393.

Prospera Financial Services first reported a position in NEAR in Q3 2015 and has held it in 29 quarters since. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Prospera Financial Services held 62,577 shares of iShares Short Maturity Bond ETF worth $3.17M as of Q2 2026.
  • Prospera Financial Services bought 5,367 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $272K.
  • iShares Short Maturity Bond ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #393 holding.
  • Prospera Financial Services first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and has held it in 29 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.