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 Q2	$1.11K	Buy	+22	New	+$1.12K	﹤0.01%	1366

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's NEAR Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1366 holding.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.