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Sound Income Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sound Income Strategies’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 		– Sell
-504
Closed -$25.5K – 1705
2026
Q1 		$25.5K Sell
504
-699
-58% -$35.7K ﹤0.01% 1086
2025
Q4 		$61.5K Sell
1,203
-1,022
-46% -$52.3K ﹤0.01% 722
2025
Q3 		$114K Buy
2,225
+1,906
+597% +$97.4K 0.01% 387
2025
Q2 		$16.3K Hold
319
– – ﹤0.01% 806
2025
Q1 		$16.2K Hold
319
– – ﹤0.01% 766
2024
Q4 		$16.1K Hold
319
– – ﹤0.01% 724
2024
Q3 		$16.3K Hold
319
– – ﹤0.01% 683
2024
Q2 		$16.1K Hold
319
– – ﹤0.01% 679
2024
Q1 		$16.1K Hold
319
– – ﹤0.01% 638
2023
Q4 		$16.1K Hold
319
– – ﹤0.01% 632
2023
Q3 		$15.9K Hold
319
– – ﹤0.01% 484
2023
Q2 		$15.9K Hold
319
– – ﹤0.01% 476
2023
Q1 		$15.8K Buy
+319
New +$15.8K ﹤0.01% 454
2021
Q2 		– Sell
-58
Closed -$2.89K – 984
2021
Q1 		$2.89K Hold
58
– – ﹤0.01% 707
2020
Q4 		$3K Hold
58
– – ﹤0.01% 677
2020
Q3 		$3K Hold
58
– – ﹤0.01% 620
2020
Q2 		$3K Buy
58
+1
+2% +$49 ﹤0.01% 591
2020
Q1 		$3K Hold
57
– – ﹤0.01% 535
2019
Q4 		$3K Sell
57
-74
-56% -$3.72K ﹤0.01% 538
2019
Q3 		$7K Sell
131
-31
-19% -$1.56K ﹤0.01% 377
2019
Q2 		$8K Hold
162
– – ﹤0.01% 364
2019
Q1 		$8K Sell
162
-538
-77% -$26.9K ﹤0.01% 371
2018
Q4 		$35K Sell
700
-72
-9% -$3.6K 0.02% 167
2018
Q3 		$39K Sell
772
-288
-27% -$14.4K 0.02% 161
2018
Q2 		$53K Sell
1,060
-19
-2% -$953 0.03% 107
2018
Q1 		$54K Buy
+1,079
New +$54.1K 0.04% 112

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Sound Income Strategies's NEAR Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 504 shares — an estimated $25.5K sold.

Sound Income Strategies first reported a position in NEAR in Q1 2018 and held it in 26 quarters. The position peaked at $114K in Q3 2025. 249 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 504 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $25.5K.
  • Sound Income Strategies first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 26 quarters.
  • Sound Income Strategies's iShares Short Maturity Bond ETF position peaked at $114K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.