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WBH Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WBH Advisory’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 		$15M Buy
296,264
+45,898
+18% +$2.33M 1.01% 29
2026
Q1 		$12.7M Buy
250,366
+17,355
+7% +$886K 0.95% 30
2025
Q4 		$11.9M Buy
233,011
+8,952
+4% +$458K 0.88% 32
2025
Q3 		$11.5M Buy
224,059
+41,868
+23% +$2.14M 0.88% 32
2025
Q2 		$9.31M Buy
182,191
+32,968
+22% +$1.67M 0.79% 33
2025
Q1 		$7.59M Buy
149,223
+10,550
+8% +$534K 0.71% 38
2024
Q4 		$7M Buy
138,673
+30,512
+28% +$1.55M 0.65% 41
2024
Q3 		$5.54M Buy
108,161
+10,523
+11% +$535K 0.52% 46
2024
Q2 		$4.91M Buy
97,638
+7,587
+8% +$381K 0.5% 46
2024
Q1 		$4.54M Buy
90,051
+21,067
+31% +$1.06M 0.47% 50
2023
Q4 		$3.49M Sell
68,984
-5,057
-7% -$253K 0.39% 61
2023
Q3 		$3.69M Buy
74,041
+2,396
+3% +$119K 0.45% 56
2023
Q2 		$3.56M Sell
71,645
-3,286
-4% -$163K 0.42% 58
2023
Q1 		$3.72M Buy
+74,931
New +$3.71M 0.46% 55
2022
Q3 		$3.24M Sell
65,729
-13,465
-17% -$664K 0.47% 53
2022
Q2 		$3.9M Sell
79,194
-8,722
-10% -$431K 0.52% 47
2022
Q1 		$4.35M Buy
+87,916
New +$4.37M 0.53% 48

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

WBH Advisory's NEAR Position: Q2 2026 in Review

WBH Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q2 2026, buying an estimated $2.33M and bringing the position to 296,264 shares worth $15M. The position accounts for 1.01% of the portfolio, ranked #29.

WBH Advisory first reported a position in NEAR in Q1 2022 and has held it in 17 quarters since. 294 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • WBH Advisory held 296,264 shares of iShares Short Maturity Bond ETF worth $15M as of Q2 2026.
  • WBH Advisory bought 45,898 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.33M.
  • iShares Short Maturity Bond ETF made up 1.01% of WBH Advisory's portfolio in Q2 2026, its #29 holding.
  • WBH Advisory first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.