Courier Capital
NEAR icon

Courier Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Courier Capital’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 		$525K Hold
10,539
– – 0.03% 285
2026
Q2 		$534K Buy
10,539
+2,357
+29% +$120K 0.03% 276
2026
Q1 		$416K Buy
8,182
+355
+5% +$18.1K 0.02% 297
2025
Q4 		$400K Hold
7,827
– – 0.02% 294
2025
Q3 		$401K Sell
7,827
-2,800
-26% -$143K 0.02% 300
2025
Q2 		$543K Hold
10,627
– – 0.03% 267
2025
Q1 		$541K Sell
10,627
-227
-2% -$11.5K 0.04% 264
2024
Q4 		$548K Hold
10,854
– – 0.04% 247
2024
Q3 		$556K Hold
10,854
– – 0.04% 235
2024
Q2 		$546K Hold
10,854
– – 0.04% 215
2024
Q1 		$548K Hold
10,854
– – 0.04% 234
2023
Q4 		$548K Hold
10,854
– – 0.04% 228
2023
Q3 		$542K Hold
10,854
– – 0.04% 229
2023
Q2 		$540K Hold
10,854
– – 0.04% 233
2023
Q1 		$538K Sell
10,854
-1,000
-8% -$49.5K 0.06% 169
2022
Q4 		$584K Hold
11,854
– – 0.07% 159
2022
Q3 		$584K Sell
11,854
-2,000
-14% -$98.6K 0.07% 151
2022
Q2 		$682K Hold
13,854
– – 0.08% 144
2022
Q1 		$687K Hold
13,854
– – 0.07% 153
2021
Q4 		$692K Buy
13,854
+8,500
+159% +$425K 0.06% 162
2021
Q3 		$268K Hold
5,354
– – 0.03% 268
2021
Q2 		$269K Hold
5,354
– – 0.03% 269
2021
Q1 		$269K Hold
5,354
– – 0.03% 263
2020
Q4 		$269K Hold
5,354
– – 0.03% 250
2020
Q3 		$268K Sell
5,354
-1,000
-16% -$50.1K 0.03% 238
2020
Q2 		$317K Hold
6,354
– – 0.04% 203
2020
Q1 		$312K Buy
6,354
+400
+7% +$19.9K 0.05% 194
2019
Q4 		$299K Buy
+5,954
New +$299K 0.04% 220

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Courier Capital's NEAR Position: Q3 2026 in Review

Courier Capital held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 10,539 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #285.

Courier Capital first reported a position in NEAR in Q4 2019 and has held it in 28 quarters since. The position peaked at $692K in Q4 2021. 171 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Courier Capital held 10,539 shares of iShares Short Maturity Bond ETF worth $525K as of Q3 2026.
  • Courier Capital left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up 0.03% of Courier Capital's portfolio in Q3 2026, its #285 holding.
  • Courier Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Courier Capital's iShares Short Maturity Bond ETF position peaked at $692K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.