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Ritter Daniher Financial Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ritter Daniher Financial Advisory’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 		$12.7K Hold
250
– – ﹤0.01% 408
2026
Q1 		$12.7K Hold
250
– – ﹤0.01% 404
2025
Q4 		$12.8K Buy
+250
New +$12.8K ﹤0.01% 394

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
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 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
PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

Ritter Daniher Financial Advisory's NEAR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 250 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Ritter Daniher Financial Advisory first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q4 2025. 112 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 250 shares of iShares Short Maturity Bond ETF worth $12.7K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #408 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's iShares Short Maturity Bond ETF position peaked at $12.8K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.