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Windsor Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Windsor Capital 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 		$335K Buy
6,611
+508
+8% +$25.8K 0.09% 98
2026
Q1 		$310K Sell
6,103
-276
-4% -$14.1K 0.09% 98
2025
Q4 		$326K Sell
6,379
-68
-1% -$3.48K 0.09% 98
2025
Q3 		$331K Sell
6,447
-237
-4% -$12.1K 0.09% 99
2025
Q2 		$342K Sell
6,684
-240
-3% -$12.2K 0.1% 98
2025
Q1 		$352K Sell
6,924
-423
-6% -$21.4K 0.11% 96
2024
Q4 		$371K Sell
7,347
-140
-2% -$7.1K 0.11% 94
2024
Q3 		$384K Sell
7,487
-112
-1% -$5.69K 0.11% 95
2024
Q2 		$382K Sell
7,599
-237
-3% -$11.9K 0.12% 92
2024
Q1 		$395K Sell
7,836
-707
-8% -$35.7K 0.12% 88
2023
Q4 		$432K Sell
8,543
-747
-8% -$37.4K 0.14% 83
2023
Q3 		$463K Sell
9,290
-2,015
-18% -$100K 0.16% 79
2023
Q2 		$562K Sell
11,305
-795
-7% -$39.4K 0.19% 74
2023
Q1 		$600K Sell
12,100
-2,359
-16% -$117K 0.21% 67
2022
Q4 		$712K Sell
14,459
-2,147
-13% -$106K 0.26% 60
2022
Q3 		$818K Sell
16,606
-1,992
-11% -$98.2K 0.31% 52
2022
Q2 		$916K Sell
18,598
-5,412
-23% -$267K 0.33% 52
2022
Q1 		$1.19M Sell
24,010
-3,925
-14% -$195K 0.37% 50
2021
Q4 		$1.4M Buy
27,935
+1,659
+6% +$83K 0.42% 44
2021
Q3 		$1.32M Sell
26,276
-4,461
-15% -$224K 0.42% 44
2021
Q2 		$1.54M Sell
30,737
-233
-0.8% -$11.7K 0.51% 38
2021
Q1 		$1.55M Sell
30,970
-2,175
-7% -$109K 0.54% 37
2020
Q4 		$1.66M Buy
33,145
+49
+0.1% +$2.46K 0.62% 34
2020
Q3 		$1.66M Sell
33,096
-1,738
-5% -$87K 0.69% 35
2020
Q2 		$1.74M Sell
34,834
-1,092
-3% -$54K 0.75% 33
2020
Q1 		$1.74M Buy
35,926
+281
+0.8% +$14K 0.88% 31
2019
Q4 		$1.79M Buy
35,645
+5,286
+17% +$266K 0.75% 31
2019
Q3 		$1.53M Buy
30,359
+870
+3% +$43.8K 0.68% 38
2019
Q2 		$1.48M Buy
29,489
+4,723
+19% +$237K 0.68% 37
2019
Q1 		$1.24M Buy
24,766
+2,370
+11% +$119K 0.59% 45
2018
Q4 		$1.12M Sell
22,396
-7,548
-25% -$377K 0.58% 46
2018
Q3 		$1.5M Buy
29,944
+916
+3% +$45.9K 0.68% 38
2018
Q2 		$1.46M Sell
29,028
-5,883
-17% -$295K 0.68% 39
2018
Q1 		$1.75M Buy
34,911
+13,264
+61% +$665K 0.83% 28
2017
Q4 		$1.08M Buy
+21,647
New +$1.09M 0.51% 45

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
Wealth Enhancement Advisory Services
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

Windsor Capital Management's NEAR Position: Q2 2026 in Review

Windsor Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 8.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 6,611 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #98.

Windsor Capital Management first reported a position in NEAR in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.79M in Q4 2019. 79 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Windsor Capital Management held 6,611 shares of iShares Short Maturity Bond ETF worth $335K as of Q2 2026.
  • Windsor Capital Management bought 508 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Short Maturity Bond ETF made up 0.09% of Windsor Capital Management's portfolio in Q2 2026, its #98 holding.
  • Windsor Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Windsor Capital Management's iShares Short Maturity Bond ETF position peaked at $1.79M in Q4 2019.
  • 79 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.