Compass Financial Management
NEAR icon

Compass Financial Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Compass Financial 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 		$1.1K Hold
22
– – ﹤0.01% 1530
2026
Q2 		$1.12K Buy
+22
New +$1.12K ﹤0.01% 1366

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's NEAR Position: Q3 2026 in Review

Compass Financial Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 22 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Compass Financial Management first reported a position in NEAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.12K in Q2 2026. 368 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Compass Financial Management held 22 shares of iShares Short Maturity Bond ETF worth $1.1K as of Q3 2026.
  • Compass Financial Management left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1530 holding.
  • Compass Financial Management first reported a position in iShares Short Maturity Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Short Maturity Bond ETF position peaked at $1.12K in Q2 2026.
  • 368 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.