Westside Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Westside Investment Management’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	$1.56M	Buy	30,857 +3,307	+12%	+$168K	0.21%	113
2026 Q1	$1.4M	Buy	27,550 +6,050	+28%	+$309K	0.21%	108
2025 Q4	$1.1M	Buy	21,500 +1,900	+10%	+$97.3K	0.18%	120
2025 Q3	$1.01M	Buy	19,600 +2,400	+14%	+$123K	0.16%	125
2025 Q2	$879K	Sell	17,200 -14,450	-46%	-$734K	0.16%	125
2025 Q1	$1.61M	Sell	31,650 -800	-2%	-$40.5K	0.34%	78
2024 Q4	$1.64M	Buy	32,450 +1,550	+5%	+$78.6K	0.35%	73
2024 Q3	$1.57M	Buy	30,900 +700	+2%	+$35.6K	0.34%	79
2024 Q2	$1.52M	Buy	30,200 +1,300	+4%	+$65.2K	0.35%	74
2024 Q1	$1.46M	Buy	28,900 +6,300	+28%	+$318K	0.35%	76
2023 Q4	$1.14M	Sell	22,600 -3,600	-14%	-$180K	0.29%	92
2023 Q3	$1.31M	Sell	26,200 -6,950	-21%	-$346K	0.38%	70
2023 Q2	$1.65M	Buy	+33,150	New	+$1.64M	0.47%	59

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Westside Investment Management's NEAR Position: Q2 2026 in Review

Westside Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, buying an estimated $168K and bringing the position to 30,857 shares worth $1.56M. The position accounts for 0.21% of the portfolio, ranked #113.

Westside Investment Management first reported a position in NEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2023. 170 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Westside Investment Management held 30,857 shares of iShares Short Maturity Bond ETF worth $1.56M as of Q2 2026.
Westside Investment Management bought 3,307 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $168K.
iShares Short Maturity Bond ETF made up 0.21% of Westside Investment Management's portfolio in Q2 2026, its #113 holding.
Westside Investment Management first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and has held it in 13 quarters since.
Westside Investment Management's iShares Short Maturity Bond ETF position peaked at $1.65M in Q2 2023.
170 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.