Centurion Wealth Management
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Centurion Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Centurion Wealth 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 		$1.1M Buy
22,008
+912
+4% +$45.9K 0.26% 84
2026
Q2 		$1.07M Buy
21,096
+404
+2% +$20.5K 0.26% 93
2026
Q1 		$1.05M Buy
20,692
+341
+2% +$17.4K 0.24% 86
2025
Q4 		$1.04M Buy
20,351
+7,651
+60% +$392K 0.23% 85
2025
Q3 		$651K Sell
12,700
-390
-3% -$19.9K 0.15% 122
2025
Q2 		$669K Sell
13,090
-322
-2% -$16.4K 0.19% 91
2025
Q1 		$677K Hold
13,412
– – 0.21% 84
2024
Q4 		$677K Sell
13,412
-29
-0.2% -$1.47K 0.21% 84
2024
Q3 		$689K Buy
+13,441
New +$683K 0.22% 79
2024
Q1 		$723K Sell
14,327
-28
-0.2% -$1.41K 0.28% 65
2023
Q4 		$725K Sell
14,355
-83
-0.6% -$4.15K 0.31% 56
2023
Q3 		$720K Sell
14,438
-96
-0.7% -$4.78K 0.35% 54
2023
Q2 		$723K Sell
14,534
-748
-5% -$37.1K 0.35% 55
2023
Q1 		$758K Sell
15,282
-409
-3% -$20.3K 0.38% 53
2022
Q4 		$773K Buy
+15,691
New +$771K 0.44% 51

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Centurion Wealth Management's NEAR Position: Q3 2026 in Review

Centurion Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.3% in Q3 2026, buying an estimated $45.9K and bringing the position to 22,008 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #84.

Centurion Wealth Management first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Centurion Wealth Management held 22,008 shares of iShares Short Maturity Bond ETF worth $1.1M as of Q3 2026.
  • Centurion Wealth Management bought 912 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $45.9K.
  • iShares Short Maturity Bond ETF made up 0.26% of Centurion Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Centurion Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.