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Syverson Strege & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Syverson Strege & Co’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 		$612K Sell
12,075
-2
-0% -$101 0.13% 75
2026
Q1 		$614K Buy
12,077
+1
+0% +$51 0.15% 62
2025
Q4 		$617K Sell
12,076
-5,859
-33% -$300K 0.15% 61
2025
Q3 		$920K Buy
17,935
+2
+0% +$102 0.22% 51
2025
Q2 		$916K Buy
17,933
+11,186
+166% +$568K 0.22% 48
2025
Q1 		$343K Sell
6,747
-33,576
-83% -$1.7M 0.11% 57
2024
Q4 		$2.04M Buy
40,323
+3,227
+9% +$164K 0.68% 16
2024
Q3 		$1.9M Buy
37,096
+914
+3% +$46.5K 0.64% 15
2024
Q2 		$1.82M Sell
36,182
-1,993
-5% -$100K 0.62% 17
2024
Q1 		$1.93M Sell
38,175
-2,493
-6% -$126K 0.69% 17
2023
Q4 		$2.05M Sell
40,668
-11,019
-21% -$551K 0.8% 16
2023
Q3 		$2.58M Sell
51,687
-6,130
-11% -$305K 1.15% 13
2023
Q2 		$2.87M Sell
57,817
-8,086
-12% -$401K 1.23% 13
2023
Q1 		$3.27M Sell
65,903
-5,005
-7% -$248K 1.4% 12
2022
Q4 		$3.49M Sell
70,908
-1,090
-2% -$53.6K 1.58% 10
2022
Q3 		$3.55M Sell
71,998
-7,545
-9% -$372K 1.8% 9
2022
Q2 		$3.92M Sell
79,543
-403
-0.5% -$19.9K 1.44% 15
2022
Q1 		$3.96M Sell
79,946
-7,335
-8% -$365K 4.31% 4
2021
Q4 		$4.36M Buy
87,281
+6,716
+8% +$336K 3.23% 6
2021
Q3 		$4.04M Sell
80,565
-4,099
-5% -$206K 3.22% 6
2021
Q2 		$4.25M Sell
84,664
-54,039
-39% -$2.71M 3.78% 5
2021
Q1 		$6.96M Sell
138,703
-30,629
-18% -$1.54M 7.24% 3
2020
Q4 		$8.49M Buy
+169,332
New +$8.49M 8.11% 3

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

Syverson Strege & Co's NEAR Position: Q2 2026 in Review

Syverson Strege & Co reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.02% in Q2 2026, selling an estimated $101 and leaving 12,075 shares worth $612K. The position accounts for 0.13% of the portfolio, ranked #75.

Syverson Strege & Co first reported a position in NEAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.49M in Q4 2020. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Syverson Strege & Co held 12,075 shares of iShares Short Maturity Bond ETF worth $612K as of Q2 2026.
  • Syverson Strege & Co sold 2 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $101.
  • iShares Short Maturity Bond ETF made up 0.13% of Syverson Strege & Co's portfolio in Q2 2026, its #75 holding.
  • Syverson Strege & Co first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's iShares Short Maturity Bond ETF position peaked at $8.49M in Q4 2020.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.