Steel Grove Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Steel Grove Capital 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	$1.63M	Sell	32,232 -665	-2%	-$33.7K	0.15%	82
2026 Q1	$1.67M	Buy	32,897 +1,335	+4%	+$68.2K	0.18%	70
2025 Q4	$1.61M	Sell	31,562 -756	-2%	-$38.7K	0.17%	66
2025 Q3	$1.65M	Hold	32,318	–	–	0.2%	76
2025 Q2	$1.65M	Buy	32,318 +2,165	+7%	+$110K	0.2%	77
2025 Q1	$1.53M	Buy	30,153 +2,196	+8%	+$111K	0.23%	69
2024 Q4	$1.41M	Sell	27,957 -5,627	-17%	-$285K	0.19%	70
2024 Q3	$1.72M	Sell	33,584 -3,384	-9%	-$172K	0.24%	62
2024 Q2	$1.86M	Buy	36,968 +7,293	+25%	+$366K	0.26%	44
2024 Q1	$1.5M	Buy	29,675 +11,868	+67%	+$599K	0.2%	77
2023 Q4	$900K	Sell	17,807 -1,996	-10%	-$99.9K	0.12%	76
2023 Q3	$988K	Buy	19,803 +8,938	+82%	+$445K	0.13%	89
2023 Q2	$540K	Buy	10,865 +4,992	+85%	+$248K	0.07%	104
2023 Q1	$291K	Buy	+5,873	New	+$291K	0.04%	141

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

KDA

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IFG

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

Steel Grove Capital Advisors's NEAR Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2% in Q2 2026, selling an estimated $33.7K and leaving 32,232 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #82.

Steel Grove Capital Advisors first reported a position in NEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2024. 176 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Steel Grove Capital Advisors held 32,232 shares of iShares Short Maturity Bond ETF worth $1.63M as of Q2 2026.
Steel Grove Capital Advisors sold 665 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $33.7K.
iShares Short Maturity Bond ETF made up 0.15% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #82 holding.
Steel Grove Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 14 quarters since.
Steel Grove Capital Advisors's iShares Short Maturity Bond ETF position peaked at $1.86M in Q2 2024.
176 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.