Wealth Enhancement Advisory Services
NEAR icon

Wealth Enhancement Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.78M Buy
134,240
+7,146
+6% +$362K 0.01% 844
2026
Q1 		$6.45M Sell
127,094
-31,289
-20% -$1.6M 0.01% 772
2025
Q4 		$8.1M Buy
158,383
+3,939
+3% +$202K 0.01% 787
2025
Q3 		$7.9M Sell
154,444
-34,749
-18% -$1.78M 0.01% 743
2025
Q2 		$9.62M Sell
189,193
-25,416
-12% -$1.29M 0.02% 643
2025
Q1 		$10.9M Sell
214,609
-4,835
-2% -$245K 0.02% 555
2024
Q4 		$11.1M Buy
219,444
+174,067
+384% +$8.83M 0.02% 531
2024
Q3 		$2.33M Buy
45,377
+1,306
+3% +$66.4K 0.01% 982
2024
Q2 		$2.22M Buy
44,071
+4,549
+12% +$228K 0.01% 946
2024
Q1 		$1.99M Sell
39,522
-18,772
-32% -$947K 0.01% 944
2023
Q4 		$2.95M Buy
58,294
+4,192
+8% +$210K 0.01% 774
2023
Q3 		$2.7M Buy
+54,102
New +$2.69M 0.01% 758

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's NEAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.6% in Q2 2026, buying an estimated $362K and bringing the position to 134,240 shares worth $6.78M. The position accounts for 0.01% of the portfolio, ranked #844.

Wealth Enhancement Advisory Services first reported a position in NEAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2024. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 134,240 shares of iShares Short Maturity Bond ETF worth $6.78M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,146 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares Short Maturity Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #844 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Short Maturity Bond ETF position peaked at $11.1M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.