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Shared Vision Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shared Vision Wealth Group’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 		$205K Hold
4,047
– – 0.07% 112
2026
Q1 		$206K Buy
+4,047
New +$207K 0.08% 95
2025
Q4 		– Sell
-5,489
Closed -$282K – 104
2025
Q3 		$282K Buy
5,489
+36
+0.7% +$1.84K 0.12% 79
2025
Q2 		$278K Buy
+5,453
New +$277K 0.14% 66

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shared Vision Wealth Group's NEAR Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 4,047 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #112.

Shared Vision Wealth Group first reported a position in NEAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Shared Vision Wealth Group held 4,047 shares of iShares Short Maturity Bond ETF worth $205K as of Q2 2026.
  • Shared Vision Wealth Group left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Shared Vision Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Shared Vision Wealth Group's iShares Short Maturity Bond ETF position peaked at $282K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.