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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.11K Buy
+22
New +$1.12K ﹤0.01% 1366

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BlackRock
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NEAR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 22 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings.

332 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 22 shares of iShares Short Maturity Bond ETF worth $1.11K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1366 holding.
  • 332 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.