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

Catherine Avery 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
Q3 		$20.4K Hold
410
– – 0.02% 94
2026
Q2 		$20.8K Buy
+410
New +$20.8K 0.01% 91

Other funds holding NEAR

CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Catherine Avery Investment Management's NEAR Position: Q3 2026 in Review

Catherine Avery Investment Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 410 shares worth $20.4K. The position accounts for 0.02% of the portfolio, ranked #94.

Catherine Avery Investment Management first reported a position in NEAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.8K in Q2 2026. 69 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Catherine Avery Investment Management held 410 shares of iShares Short Maturity Bond ETF worth $20.4K as of Q3 2026.
  • Catherine Avery Investment Management left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Catherine Avery Investment Management's portfolio in Q3 2026, its #94 holding.
  • Catherine Avery Investment Management first reported a position in iShares Short Maturity Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Catherine Avery Investment Management's iShares Short Maturity Bond ETF position peaked at $20.8K in Q2 2026.
  • 69 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.