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Syntegra Private Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Syntegra Private Wealth Group’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 		$32.7M Buy
644,912
+451,460
+233% +$22.9M 2.53% 10
2026
Q1 		$9.83M Sell
193,452
-17,206
-8% -$879K 0.93% 17
2025
Q4 		$10.8M Buy
210,658
+41,874
+25% +$2.14M 0.99% 15
2025
Q3 		$8.66M Buy
168,784
+126,586
+300% +$6.47M 0.82% 18
2025
Q2 		$2.16M Buy
42,198
+28,506
+208% +$1.45M 0.22% 39
2025
Q1 		$696K Buy
13,692
+394
+3% +$20K 0.08% 65
2024
Q4 		$672K Sell
13,298
-236
-2% -$12K 0.08% 62
2024
Q3 		$693K Sell
13,534
-1,113
-8% -$56.6K 0.08% 62
2024
Q2 		$737K Hold
14,647
– – 0.09% 57
2024
Q1 		$739K Sell
14,647
-696
-5% -$35.1K 0.1% 58
2023
Q4 		$775K Sell
15,343
-194
-1% -$9.71K 0.11% 51
2023
Q3 		$775K Sell
15,537
-1,016
-6% -$50.5K 0.12% 50
2023
Q2 		$823K Sell
16,553
-283
-2% -$14K 0.13% 48
2023
Q1 		$835K Sell
16,836
-1,361
-7% -$67.4K 0.15% 43
2022
Q4 		$897K Buy
+18,197
New +$895K 0.18% 36

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

Syntegra Private Wealth Group's NEAR Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 233% in Q2 2026, buying an estimated $22.9M and bringing the position to 644,912 shares worth $32.7M. The position accounts for 2.53% of the portfolio, ranked #10.

Syntegra Private Wealth Group first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Syntegra Private Wealth Group held 644,912 shares of iShares Short Maturity Bond ETF worth $32.7M as of Q2 2026.
  • Syntegra Private Wealth Group bought 451,460 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $22.9M.
  • iShares Short Maturity Bond ETF made up 2.53% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #10 holding.
  • Syntegra Private Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.