SWP
NEAR icon

Summit Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Summit Wealth Partners’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
Q1 		$370K Sell
7,284
-1,364
-16% -$69.7K 0.06% 191
2025
Q4 		$442K Buy
8,648
+123
+1% +$6.3K 0.08% 136
2025
Q3 		$437K Sell
8,525
-75
-0.9% -$3.83K 0.08% 142
2025
Q2 		$439K Sell
8,600
-164
-2% -$8.33K 0.08% 140
2025
Q1 		$446K Sell
8,764
-522
-6% -$26.4K 0.09% 134
2024
Q4 		$469K Buy
9,286
+51
+0.6% +$2.59K 0.1% 125
2024
Q3 		$473K Sell
9,235
-1,302
-12% -$66.2K 0.09% 140
2024
Q2 		$530K Buy
10,537
+23
+0.2% +$1.15K 0.11% 130
2024
Q1 		$531K Sell
10,514
-1,978
-16% -$99.8K 0.11% 127
2023
Q4 		$631K Sell
12,492
-704
-5% -$35.2K 0.15% 101
2023
Q3 		$658K Sell
13,196
-71
-0.5% -$3.53K 0.17% 85
2023
Q2 		$660K Buy
13,267
+1,000
+8% +$49.6K 0.17% 88
2023
Q1 		$608K Sell
12,267
-1,109
-8% -$54.9K 0.16% 92
2022
Q4 		$659K Sell
13,376
-11,166
-45% -$549K 0.17% 85
2022
Q3 		$1.21M Sell
24,542
-3,544
-13% -$175K 0.34% 51
2022
Q2 		$1.38M Sell
28,086
-2,288
-8% -$113K 0.37% 44
2022
Q1 		$1.51M Buy
30,374
+624
+2% +$31.1K 0.34% 44
2021
Q4 		$1.49M Sell
29,750
-3,802
-11% -$190K 0.32% 46
2021
Q3 		$1.68M Sell
33,552
-484
-1% -$24.3K 0.4% 41
2021
Q2 		$1.71M Sell
34,036
-35
-0.1% -$1.76K 0.41% 39
2021
Q1 		$1.71M Sell
34,071
-65
-0.2% -$3.26K 0.44% 34
2020
Q4 		$1.71M Sell
34,136
-1,664
-5% -$83.4K 0.47% 33
2020
Q3 		$1.79M Sell
35,800
-3,680
-9% -$184K 0.54% 36
2020
Q2 		$1.97M Sell
39,480
-3,159
-7% -$156K 0.64% 35
2020
Q1 		$2.07M Sell
42,639
-19,610
-32% -$977K 0.84% 29
2019
Q4 		$3.13M Buy
+62,249
New +$3.13M 1.08% 26

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Wealth Partners's NEAR Position: Q1 2026 in Review

Summit Wealth Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q1 2026, selling an estimated $69.7K and leaving 7,284 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #191.

Summit Wealth Partners first reported a position in NEAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.13M in Q4 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Summit Wealth Partners held 7,284 shares of iShares Short Maturity Bond ETF worth $370K as of Q1 2026.
  • Summit Wealth Partners sold 1,364 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $69.7K.
  • iShares Short Maturity Bond ETF made up 0.06% of Summit Wealth Partners's portfolio in Q1 2026, its #191 holding.
  • Summit Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Short Maturity Bond ETF position peaked at $3.13M in Q4 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.