SGCA
NEAR icon

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
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
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
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
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. 178 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.
  • 178 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.