ETF Store
NEAR icon

ETF Store’s iShares Short Maturity Bond ETF NEAR Stock Holding History

ETF Store’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 		$340K Buy
6,816
+32
+0.5% +$1.61K 0.28% 66
2026
Q2 		$344K Buy
6,784
+647
+11% +$32.8K 0.29% 66
2026
Q1 		$312K Sell
6,137
-895
-13% -$45.7K 0.3% 62
2025
Q4 		$359K Sell
7,032
-357
-5% -$18.3K 0.37% 52
2025
Q3 		$379K Buy
7,389
+31
+0.4% +$1.58K 0.4% 45
2025
Q2 		$376K Sell
7,358
-1,343
-15% -$68.2K 0.44% 44
2025
Q1 		$443K Sell
8,701
-1,292
-13% -$65.5K 0.54% 34
2024
Q4 		$505K Buy
9,993
+97
+1% +$4.92K 0.63% 34
2024
Q3 		$507K Buy
9,896
+90
+0.9% +$4.57K 0.52% 38
2024
Q2 		$494K Sell
9,806
-650
-6% -$32.6K 0.51% 37
2024
Q1 		$528K Buy
10,456
+75
+0.7% +$3.78K 0.3% 60
2023
Q4 		$524K Buy
10,381
+140
+1% +$7.01K 0.34% 59
2023
Q3 		$510K Buy
10,241
+477
+5% +$23.7K 0.36% 48
2023
Q2 		$485K Buy
9,764
+842
+9% +$41.8K 0.34% 52
2023
Q1 		$443K Buy
8,922
+48
+0.5% +$2.38K 0.34% 52
2022
Q4 		$440K Buy
8,874
+67
+0.8% +$3.29K 0.34% 51
2022
Q3 		$434K Buy
8,807
+22
+0.3% +$1.08K 0.38% 42
2022
Q2 		$432K Sell
8,785
-1,429
-14% -$70.6K 0.35% 40
2022
Q1 		$506K Buy
10,214
+10
+0.1% +$498 0.4% 38
2021
Q4 		$508K Buy
+10,204
New +$510K 0.38% 40

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

ETF Store's NEAR Position: Q3 2026 in Review

ETF Store increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.47% in Q3 2026, buying an estimated $1.61K and bringing the position to 6,816 shares worth $340K. The position accounts for 0.28% of the portfolio, ranked #66.

ETF Store first reported a position in NEAR in Q4 2021 and has held it in 20 quarters since. The position peaked at $528K in Q1 2024. 171 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • ETF Store held 6,816 shares of iShares Short Maturity Bond ETF worth $340K as of Q3 2026.
  • ETF Store bought 32 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1.61K.
  • iShares Short Maturity Bond ETF made up 0.28% of ETF Store's portfolio in Q3 2026, its #66 holding.
  • ETF Store first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • ETF Store's iShares Short Maturity Bond ETF position peaked at $528K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.