XPN
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XY Planning Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

XY Planning Network’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 		$546K Hold
10,768
– – 0.07% 201
2026
Q1 		$546K Buy
10,768
+3,720
+53% +$190K 0.09% 179
2025
Q4 		$360K Buy
+7,048
New +$361K 0.06% 194

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

XY Planning Network's NEAR Position: Q2 2026 in Review

XY Planning Network held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 10,768 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #201.

XY Planning Network first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • XY Planning Network held 10,768 shares of iShares Short Maturity Bond ETF worth $546K as of Q2 2026.
  • XY Planning Network left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #201 holding.
  • XY Planning Network first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.