Apeiron RIA’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Apeiron RIA’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 Q3	$229K	Hold	4,605	–	–	0.05%	126
2026 Q2	$233K	Hold	4,605	–	–	0.06%	151
2026 Q1	$234K	Hold	4,605	–	–	0.05%	189
2025 Q4	$235K	Hold	4,605	–	–	0.05%	189
2025 Q3	$236K	Sell	4,605 -103	-2%	-$5.26K	0.05%	194
2025 Q2	$241K	Hold	4,708	–	–	0.06%	187
2025 Q1	$239K	Hold	4,708	–	–	0.07%	182
2024 Q4	$238K	Hold	4,708	–	–	0.07%	186
2024 Q3	$241K	Hold	4,708	–	–	0.07%	185
2024 Q2	$237K	Hold	4,708	–	–	0.07%	186
2024 Q1	$238K	Hold	4,708	–	–	0.07%	190
2023 Q4	$238K	Sell	4,708 -1,527	-24%	-$76.4K	0.07%	179
2023 Q3	$311K	Sell	6,235 -11	-0.2%	-$547	0.11%	148
2023 Q2	$311K	Hold	6,246	–	–	0.11%	142
2023 Q1	$310K	Hold	6,246	–	–	0.11%	145
2022 Q4	$308K	Sell	6,246 -1,229	-16%	-$60.4K	0.12%	138
2022 Q3	$367K	Buy	+7,475	New	+$368K	0.17%	100
2022 Q2	–	Sell	-7,943	Closed	-$393K	–	182
2022 Q1	$393K	Sell	7,943 -2	-0%	-$100	0.19%	97
2021 Q4	$397K	Buy	+7,945	New	+$397K	0.16%	102

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apeiron RIA's NEAR Position: Q3 2026 in Review

Apeiron RIA held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 4,605 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #126.

Apeiron RIA first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $397K in Q4 2021. 291 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Apeiron RIA held 4,605 shares of iShares Short Maturity Bond ETF worth $229K as of Q3 2026.
Apeiron RIA left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
iShares Short Maturity Bond ETF made up 0.05% of Apeiron RIA's portfolio in Q3 2026, its #126 holding.
Apeiron RIA first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
Apeiron RIA's iShares Short Maturity Bond ETF position peaked at $397K in Q4 2021.
291 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.