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

Wealthcare Advisory Partners’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	$468K	Buy	9,248 +4	+0%	+$203	0.01%	730
2026 Q1	$470K	Buy	9,244 +2,493	+37%	+$127K	0.01%	717
2025 Q4	$345K	Buy	6,751 +588	+10%	+$30.1K	0.01%	817
2025 Q3	$316K	Buy	6,163 +4	+0.1%	+$204	0.01%	832
2025 Q2	$315K	Buy	6,159 +3	+0%	+$152	0.01%	773
2025 Q1	$313K	Buy	6,156 +580	+10%	+$29.4K	0.01%	731
2024 Q4	$282K	Buy	5,576 +788	+16%	+$40K	0.01%	732
2024 Q3	$245K	Buy	4,788 +405	+9%	+$20.6K	0.01%	774
2024 Q2	$221K	Sell	4,383 -477	-10%	-$23.9K	0.01%	763
2024 Q1	$245K	Sell	4,860 -5,406	-53%	-$273K	0.01%	725
2023 Q4	$519K	Sell	10,266 -6,504	-39%	-$326K	0.02%	482
2023 Q3	$837K	Sell	16,770 -143	-0.8%	-$7.11K	0.04%	310
2023 Q2	$841K	Sell	16,913 -5,131	-23%	-$255K	0.04%	324
2023 Q1	$1.09M	Buy	22,044 +1,197	+6%	+$59.3K	0.05%	273
2022 Q4	$1.03M	Buy	20,847 +4,571	+28%	+$225K	0.05%	273
2022 Q3	$802K	Sell	16,276 -1,589	-9%	-$78.3K	0.05%	266
2022 Q2	$880K	Sell	17,865 -2	-0%	-$99	0.05%	226
2022 Q1	$886K	Buy	17,867 +3,509	+24%	+$175K	0.05%	214
2021 Q4	$717K	Buy	+14,358	New	+$718K	0.04%	254
2021 Q3	–	Sell	-4,456	Closed	-$224K	–	571
2021 Q2	$224K	Buy	4,456 +4,404	+8,469%	+$221K	0.02%	498
2021 Q1	$3K	Buy	+52	New	+$2.61K	﹤0.01%	1791
2020 Q2	–	Sell	-120	Closed	-$6K	–	991
2020 Q1	$6K	Buy	120 +19	+19%	+$947	﹤0.01%	1064
2019 Q4	$5K	Sell	101 -514	-84%	-$25.8K	﹤0.01%	1108
2019 Q3	$31K	Buy	615 +514	+509%	+$25.8K	﹤0.01%	644
2019 Q2	$5K	Sell	101 -68	-40%	-$3.42K	﹤0.01%	1066
2019 Q1	$8K	Hold	169	–	–	﹤0.01%	871
2018 Q4	$8K	Hold	169	–	–	﹤0.01%	842
2018 Q3	$8K	Hold	169	–	–	﹤0.01%	903
2018 Q2	$8K	Buy	+169	New	+$8.47K	﹤0.01%	898

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

Wealthcare Advisory Partners's NEAR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.04% in Q2 2026, buying an estimated $203 and bringing the position to 9,248 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #730.

Wealthcare Advisory Partners first reported a position in NEAR in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.09M in Q1 2023. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Wealthcare Advisory Partners held 9,248 shares of iShares Short Maturity Bond ETF worth $468K as of Q2 2026.
Wealthcare Advisory Partners bought 4 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $203.
iShares Short Maturity Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #730 holding.
Wealthcare Advisory Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 29 quarters since.
Wealthcare Advisory Partners's iShares Short Maturity Bond ETF position peaked at $1.09M in Q1 2023.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.