Steele Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Steele Capital 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	$556K	Buy	10,973 +274	+3%	+$13.9K	0.02%	81
2026 Q1	$544K	Buy	+10,699	New	+$546K	0.02%	80
2024 Q3	–	Sell	-5,048	Closed	-$254K	–	126
2024 Q2	$254K	Hold	5,048	–	–	0.01%	151
2024 Q1	$255K	Hold	5,048	–	–	0.01%	150
2023 Q4	$255K	Buy	+5,048	New	+$253K	0.02%	141

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Steele Capital Management's NEAR Position: Q2 2026 in Review

Steele Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 10,973 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #81.

Steele Capital Management first reported a position in NEAR in Q4 2023 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Steele Capital Management held 10,973 shares of iShares Short Maturity Bond ETF worth $556K as of Q2 2026.
Steele Capital Management bought 274 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $13.9K.
iShares Short Maturity Bond ETF made up 0.02% of Steele Capital Management's portfolio in Q2 2026, its #81 holding.
Steele Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.