San Luis Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

San Luis Wealth 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	$6.16M	Sell	121,545 -97,316	-44%	-$4.93M	0.93%	40
2026 Q1	$11.1M	Buy	218,861 +67,342	+44%	+$3.44M	1.84%	14
2025 Q4	$7.74M	Buy	151,519 +30,658	+25%	+$1.57M	1.3%	20
2025 Q3	$6.2M	Buy	120,861 +22,752	+23%	+$1.16M	1.12%	26
2025 Q2	$5.01M	Sell	98,109 -16,303	-14%	-$828K	1.08%	32
2025 Q1	$5.82M	Buy	114,412 +27,112	+31%	+$1.37M	1.32%	20
2024 Q4	$4.41M	Buy	87,300 +28,631	+49%	+$1.45M	0.83%	32
2024 Q3	$3.01M	Sell	58,669 -33,516	-36%	-$1.7M	0.62%	40
2024 Q2	$4.64M	Sell	92,185 -250,078	-73%	-$12.5M	1.11%	22
2024 Q1	$17.3M	Sell	342,263 -173,505	-34%	-$8.75M	9.07%	2
2023 Q4	$26.1M	Buy	515,768 +72,973	+16%	+$3.65M	11.01%	2
2023 Q3	$22.1M	Buy	442,795 +59,277	+15%	+$2.95M	10.63%	3
2023 Q2	$19.1M	Sell	383,518 -50,315	-12%	-$2.5M	6.73%	2
2023 Q1	$21.5M	Buy	433,833 +159,084	+58%	+$7.88M	8.25%	1
2022 Q4	$13.5M	Buy	274,749 +186,296	+211%	+$9.16M	12.62%	1
2022 Q3	$4.36M	Sell	88,453 -23,748	-21%	-$1.17M	4.56%	4
2022 Q2	$5.53M	Buy	112,201 +97,382	+657%	+$4.81M	6.35%	3
2022 Q1	$740K	Hold	14,819	–	–	0.36%	62
2021 Q4	$740K	Sell	14,819 -402	-3%	-$20.1K	0.75%	34
2021 Q3	$763K	Buy	+15,221	New	+$763K	0.43%	67
2020 Q4	$1.86M	Buy	+36,989	New	+$1.85M	1.2%	23

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

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

San Luis Wealth Advisors's NEAR Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 44% in Q2 2026, selling an estimated $4.93M and leaving 121,545 shares worth $6.16M. The position accounts for 0.93% of the portfolio, ranked #40.

San Luis Wealth Advisors first reported a position in NEAR in Q4 2020 and has held it in 21 quarters since. The position peaked at $26.1M in Q4 2023. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

San Luis Wealth Advisors held 121,545 shares of iShares Short Maturity Bond ETF worth $6.16M as of Q2 2026.
San Luis Wealth Advisors sold 97,316 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $4.93M.
iShares Short Maturity Bond ETF made up 0.93% of San Luis Wealth Advisors's portfolio in Q2 2026, its #40 holding.
San Luis Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 21 quarters since.
San Luis Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $26.1M in Q4 2023.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.