WealthGarden F.S.’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WealthGarden F.S.’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	$287K	Buy	5,669 +769	+16%	+$39K	0.16%	144
2026 Q1	$249K	Hold	4,900	–	–	0.17%	141
2025 Q4	$251K	Hold	4,900	–	–	0.17%	137
2025 Q3	$252K	Sell	4,900 -235	-5%	-$12K	0.18%	132
2025 Q2	$262K	Buy	5,135 +100	+2%	+$5.08K	0.22%	114
2025 Q1	$256K	Hold	5,035	–	–	0.25%	105
2024 Q4	$254K	Buy	5,035 +351	+7%	+$17.8K	0.24%	106
2024 Q3	$240K	Buy	4,684 +48	+1%	+$2.44K	0.23%	108
2024 Q2	$233K	Buy	+4,636	New	+$233K	0.25%	105

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

WealthGarden F.S.'s NEAR Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q2 2026, buying an estimated $39K and bringing the position to 5,669 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #144.

WealthGarden F.S. first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

WealthGarden F.S. held 5,669 shares of iShares Short Maturity Bond ETF worth $287K as of Q2 2026.
WealthGarden F.S. bought 769 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $39K.
iShares Short Maturity Bond ETF made up 0.16% of WealthGarden F.S.'s portfolio in Q2 2026, its #144 holding.
WealthGarden F.S. first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.