Sage Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sage Capital Advisors’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	$3.02M	Sell	59,707 -6,519	-10%	-$331K	0.63%	46
2026 Q1	$3.37M	Sell	66,226 -5,194	-7%	-$265K	0.78%	42
2025 Q4	$3.65M	Sell	71,420 -206	-0.3%	-$10.5K	0.87%	38
2025 Q3	$3.67M	Sell	71,626 -394	-0.5%	-$20.1K	0.87%	40
2025 Q2	$3.68M	Sell	72,020 -509	-0.7%	-$25.9K	0.91%	40
2025 Q1	$3.69M	Sell	72,529 -35	-0%	-$1.77K	0.97%	35
2024 Q4	$3.66M	Sell	72,564 -326	-0.4%	-$16.5K	0.95%	38
2024 Q3	$3.73M	Sell	72,890 -18	-0%	-$915	0.97%	38
2024 Q2	$3.67M	Sell	72,908 -54	-0.1%	-$2.71K	1.05%	34
2024 Q1	$3.68M	Sell	72,962 -76	-0.1%	-$3.83K	1.07%	32
2023 Q4	$3.69M	Buy	73,038 +4	+0%	+$200	1.19%	27
2023 Q3	$3.64M	Sell	73,034 -3	-0%	-$149	1.34%	25
2023 Q2	$3.63M	Buy	73,037 +2	+0%	+$99	1.27%	27
2023 Q1	$3.62M	Sell	73,035 -99	-0.1%	-$4.9K	1.38%	28
2022 Q4	$3.6M	Sell	73,134 -527	-0.7%	-$25.9K	1.59%	24
2022 Q3	$3.63M	Buy	73,661 +1	+0%	+$49	1.85%	17
2022 Q2	$3.63M	Hold	73,660	–	–	1.73%	22
2022 Q1	$3.65M	Sell	73,660 -29	-0%	-$1.44K	1.48%	27
2021 Q4	$3.68M	Buy	73,689 +260	+0.4%	+$13K	1.4%	29
2021 Q3	$3.68M	Hold	73,429	–	–	1.57%	26
2021 Q2	$3.68M	Buy	73,429 +479	+0.7%	+$24K	1.5%	27
2021 Q1	$3.66M	Sell	72,950 -216	-0.3%	-$10.8K	1.64%	25
2020 Q4	$3.67M	Sell	73,166 -99	-0.1%	-$4.96K	1.81%	17
2020 Q3	$3.67M	Sell	73,265 -660	-0.9%	-$33K	2.24%	8
2020 Q2	$3.7M	Sell	73,925 -306	-0.4%	-$15.1K	2.37%	10
2020 Q1	$3.6M	Sell	74,231 -173	-0.2%	-$8.62K	2.94%	6
2019 Q4	$3.74M	Buy	+74,404	New	+$3.74M	2.37%	8

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

Sage Capital Advisors's NEAR Position: Q2 2026 in Review

Sage Capital Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.8% in Q2 2026, selling an estimated $331K and leaving 59,707 shares worth $3.02M. The position accounts for 0.63% of the portfolio, ranked #46.

Sage Capital Advisors first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.74M in Q4 2019. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Sage Capital Advisors held 59,707 shares of iShares Short Maturity Bond ETF worth $3.02M as of Q2 2026.
Sage Capital Advisors sold 6,519 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $331K.
iShares Short Maturity Bond ETF made up 0.63% of Sage Capital Advisors's portfolio in Q2 2026, its #46 holding.
Sage Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
Sage Capital Advisors's iShares Short Maturity Bond ETF position peaked at $3.74M in Q4 2019.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.