Visionary Horizons’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Visionary Horizons’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	$1.69M	Buy	33,387 +11,368	+52%	+$576K	0.71%	23
2026 Q1	$1.12M	Buy	22,019 +9,516	+76%	+$486K	0.55%	32
2025 Q4	$639K	Buy	12,503 +3,490	+39%	+$179K	0.33%	59
2025 Q3	$462K	Buy	9,013 +2,379	+36%	+$122K	0.26%	74
2025 Q2	$339K	Buy	+6,634	New	+$337K	0.21%	78

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

KDA

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IFG

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

Visionary Horizons's NEAR Position: Q2 2026 in Review

Visionary Horizons increased its iShares Short Maturity Bond ETF (NEAR) stake by 52% in Q2 2026, buying an estimated $576K and bringing the position to 33,387 shares worth $1.69M. The position accounts for 0.71% of the portfolio, ranked #23.

Visionary Horizons first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Visionary Horizons held 33,387 shares of iShares Short Maturity Bond ETF worth $1.69M as of Q2 2026.
Visionary Horizons bought 11,368 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $576K.
iShares Short Maturity Bond ETF made up 0.71% of Visionary Horizons's portfolio in Q2 2026, its #23 holding.
Visionary Horizons first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.