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

Avestar Capital’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	$213K	Sell	4,275 -3,141	-42%	-$158K	0.02%	498
2026 Q2	$376K	Buy	+7,416	New	+$376K	0.02%	437
2019 Q3	–	Sell	-16	Closed	–	–	597
2019 Q2	$0	Hold	16	–	–	﹤0.01%	936
2019 Q1	$0	Hold	16	–	–	﹤0.01%	936
2018 Q4	$0	Hold	16	–	–	﹤0.01%	940
2018 Q3	$0	Hold	16	–	–	﹤0.01%	947
2018 Q2	$0	Buy	+16	New	+$802	﹤0.01%	962

Other funds holding NEAR

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 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

Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Avestar Capital's NEAR Position: Q3 2026 in Review

Avestar Capital reduced its iShares Short Maturity Bond ETF (NEAR) stake by 42% in Q3 2026, selling an estimated $158K and leaving 4,275 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #498.

Avestar Capital first reported a position in NEAR in Q2 2018 and has held it in 7 quarters since. The position peaked at $376K in Q2 2026. 244 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Avestar Capital held 4,275 shares of iShares Short Maturity Bond ETF worth $213K as of Q3 2026.
Avestar Capital sold 3,141 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $158K.
iShares Short Maturity Bond ETF made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #498 holding.
Avestar Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 7 quarters since.
Avestar Capital's iShares Short Maturity Bond ETF position peaked at $376K in Q2 2026.
244 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.