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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
Q2 		$341K Sell
6,741
-543
-7% -$27.5K 0.05% 212
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Wealth Partners's NEAR Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.5% in Q2 2026, selling an estimated $27.5K and leaving 6,741 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #212.

Summit Wealth Partners first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.13M in Q4 2019. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Summit Wealth Partners held 6,741 shares of iShares Short Maturity Bond ETF worth $341K as of Q2 2026.
  • Summit Wealth Partners sold 543 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $27.5K.
  • iShares Short Maturity Bond ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #212 holding.
  • Summit Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Short Maturity Bond ETF position peaked at $3.13M in Q4 2019.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.