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Weil Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Weil Company’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 		$29.6M Buy
+583,651
New +$29.6M 5.21% 5

Other funds holding NEAR

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
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Weil Company's NEAR Position: Q2 2026 in Review

Weil Company opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 583,651 shares worth $29.6M. The stake represents 5.21% of the portfolio and ranks #5 among its holdings.

236 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Weil Company held 583,651 shares of iShares Short Maturity Bond ETF worth $29.6M as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Weil Company position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 5.21% of Weil Company's portfolio in Q2 2026, its #5 holding.
  • 236 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.