Secure Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Secure Asset Management’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	$3.55M	Buy	70,035 +6,181	+10%	+$313K	0.5%	55
2026 Q1	$3.25M	Buy	63,854 +9,410	+17%	+$481K	0.51%	54
2025 Q4	$2.78M	Buy	54,444 +22,134	+69%	+$1.13M	0.44%	60
2025 Q3	$1.65M	Buy	32,310 +13,488	+72%	+$689K	0.27%	99
2025 Q2	$962K	Buy	+18,822	New	+$956K	0.18%	135

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

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

Selby Wealth Management Emeryville, California $282M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return