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

Sax 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	$212K	Buy	+4,178	New	+$212K	0.01%	512

Other funds holding NEAR

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

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

Sax Wealth Advisors's NEAR Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,178 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

102 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Sax Wealth Advisors held 4,178 shares of iShares Short Maturity Bond ETF worth $212K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #512 holding.
102 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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