Detalus Advisors
NEAR icon

Detalus Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Detalus Advisors’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 		$499K Hold
10,000
– – 0.1% 105
2026
Q2 		$507K Hold
10,000
– – 0.1% 98
2026
Q1 		$508K Buy
+10,000
New +$511K 0.12% 96

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
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
Alexander Randolph Advisory
Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 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

Detalus Advisors's NEAR Position: Q3 2026 in Review

Detalus Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 10,000 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #105.

Detalus Advisors first reported a position in NEAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $508K in Q1 2026. 215 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Detalus Advisors held 10,000 shares of iShares Short Maturity Bond ETF worth $499K as of Q3 2026.
  • Detalus Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up 0.1% of Detalus Advisors's portfolio in Q3 2026, its #105 holding.
  • Detalus Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Detalus Advisors's iShares Short Maturity Bond ETF position peaked at $508K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.