TrueWealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TrueWealth Advisors’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	$276K	Hold	5,453	–	–	0.06%	205
2026 Q1	$277K	Hold	5,453	–	–	0.07%	202
2025 Q4	$279K	Hold	5,453	–	–	0.07%	201
2025 Q3	$280K	Hold	5,453	–	–	0.08%	189
2025 Q2	$279K	Buy	5,453 +1,453	+36%	+$73.8K	0.08%	183
2025 Q1	$203K	Hold	4,000	–	–	0.07%	204
2024 Q4	$202K	Hold	4,000	–	–	0.07%	220
2024 Q3	$205K	Hold	4,000	–	–	0.07%	223
2024 Q2	$201K	Hold	4,000	–	–	0.07%	216
2024 Q1	$202K	Hold	4,000	–	–	0.08%	205
2023 Q4	$202K	Buy	+4,000	New	+$200K	0.08%	192
2022 Q2	–	Sell	-4,090	Closed	-$204K	–	188
2022 Q1	$204K	Hold	4,090	–	–	0.09%	173
2021 Q4	$204K	Hold	4,090	–	–	0.09%	173
2021 Q3	$205K	Hold	4,090	–	–	0.12%	135
2021 Q2	$205K	Hold	4,090	–	–	0.12%	125
2021 Q1	$205K	Hold	4,090	–	–	0.13%	120
2020 Q4	$205K	Buy	+4,090	New	+$205K	0.18%	81

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

TrueWealth Advisors's NEAR Position: Q2 2026 in Review

TrueWealth Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,453 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #205.

TrueWealth Advisors first reported a position in NEAR in Q4 2020 and has held it in 17 quarters since. The position peaked at $280K in Q3 2025. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

TrueWealth Advisors held 5,453 shares of iShares Short Maturity Bond ETF worth $276K as of Q2 2026.
TrueWealth Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #205 holding.
TrueWealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 17 quarters since.
TrueWealth Advisors's iShares Short Maturity Bond ETF position peaked at $280K in Q3 2025.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.