SWM
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Spire Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Spire Wealth 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 		$162K Sell
3,199
-256
-7% -$13K ﹤0.01% 847
2026
Q1 		$176K Sell
3,455
-451
-12% -$23K 0.01% 825
2025
Q4 		$200K Buy
3,906
+2,000
+105% +$102K 0.01% 792
2025
Q3 		$97.8K Sell
1,906
-20
-1% -$1.02K ﹤0.01% 997
2025
Q2 		$98.4K Buy
1,926
+565
+42% +$28.7K ﹤0.01% 978
2025
Q1 		$69.2K Buy
1,361
+1
+0.1% +$51 ﹤0.01% 1176
2024
Q4 		$68.7K Buy
1,360
+2
+0.1% +$101 ﹤0.01% 1165
2024
Q3 		$69.6K Sell
1,358
-1,525
-53% -$77.5K ﹤0.01% 1033
2024
Q2 		$145K Sell
2,883
-12,799
-82% -$642K 0.01% 799
2024
Q1 		$791K Sell
15,682
-35
-0.2% -$1.77K 0.01% 426
2023
Q4 		$795K Sell
15,717
-72
-0.5% -$3.6K 0.03% 412
2023
Q3 		$788K Sell
15,789
-694
-4% -$34.5K 0.03% 386
2023
Q2 		$820K Sell
16,483
-447
-3% -$22.2K 0.03% 386
2023
Q1 		$840K Buy
16,930
+3,302
+24% +$163K 0.03% 378
2022
Q4 		$671K Sell
13,628
-3,542
-21% -$174K 0.04% 299
2022
Q3 		$846K Sell
17,170
-2,477
-13% -$122K 0.05% 238
2022
Q2 		$968K Sell
19,647
-11,987
-38% -$592K 0.04% 334
2022
Q1 		$1.57M Buy
31,634
+268
+0.9% +$13.3K 0.04% 308
2021
Q4 		$1.57M Buy
31,366
+437
+1% +$21.9K 0.03% 347
2021
Q3 		$1.55M Sell
30,929
-1,320
-4% -$66.2K 0.04% 321
2021
Q2 		$1.62M Sell
32,249
-3,416
-10% -$171K 0.04% 326
2021
Q1 		$1.79M Buy
+35,665
New +$1.79M 0.05% 306

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Spire Wealth Management's NEAR Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.4% in Q2 2026, selling an estimated $13K and leaving 3,199 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Spire Wealth Management first reported a position in NEAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.79M in Q1 2021. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Spire Wealth Management held 3,199 shares of iShares Short Maturity Bond ETF worth $162K as of Q2 2026.
  • Spire Wealth Management sold 256 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $13K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #847 holding.
  • Spire Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.79M in Q1 2021.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.