Embree Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Embree Financial Group’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	$264K	Sell	5,292 -521	-9%	-$26.2K	0.03%	236
2026 Q2	$294K	Sell	5,813 -2,278	-28%	-$116K	0.03%	226
2026 Q1	$411K	Sell	8,091 -4,602	-36%	-$235K	0.05%	170
2025 Q4	$649K	Sell	12,693 -1,794	-12%	-$91.8K	0.08%	138
2025 Q3	$743K	Sell	14,487 -7,295	-33%	-$373K	0.1%	122
2025 Q2	$1.11M	Buy	21,782 +1,099	+5%	+$55.8K	0.17%	91
2025 Q1	$1.05M	Buy	+20,683	New	+$1.05M	0.18%	88

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Embree Financial Group's NEAR Position: Q3 2026 in Review

Embree Financial Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9% in Q3 2026, selling an estimated $26.2K and leaving 5,292 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #236.

Embree Financial Group first reported a position in NEAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 291 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Embree Financial Group held 5,292 shares of iShares Short Maturity Bond ETF worth $264K as of Q3 2026.
Embree Financial Group sold 521 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $26.2K.
iShares Short Maturity Bond ETF made up 0.03% of Embree Financial Group's portfolio in Q3 2026, its #236 holding.
Embree Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 7 quarters since.
Embree Financial Group's iShares Short Maturity Bond ETF position peaked at $1.11M in Q2 2025.
291 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.