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

Farther Finance 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 		$560K Buy
11,236
+166
+1% +$8.36K ﹤0.01% 1504
2026
Q2 		$561K Sell
11,070
-253
-2% -$12.8K ﹤0.01% 1481
2026
Q1 		$574K Buy
11,323
+40
+0.4% +$2.04K 0.01% 1309
2025
Q4 		$577K Buy
11,283
+5,927
+111% +$303K 0.01% 1211
2025
Q3 		$275K Buy
5,356
+408
+8% +$20.8K ﹤0.01% 1433
2025
Q2 		$253K Sell
4,948
-117
-2% -$5.94K 0.01% 1274
2025
Q1 		$257K Hold
5,065
– – 0.01% 1118
2024
Q4 		$256K Hold
5,065
– – 0.01% 877
2024
Q3 		$260K Hold
5,065
– – 0.01% 895
2024
Q2 		$254K Sell
5,065
-837
-14% -$42K 0.01% 736
2024
Q1 		$296K Sell
5,902
-90
-2% -$4.54K 0.02% 557
2023
Q4 		$303K Buy
5,992
+237
+4% +$11.9K 0.02% 438
2023
Q3 		$287K Sell
5,755
-1
-0% -$50 0.05% 306
2023
Q2 		$286K Sell
5,756
-92
-2% -$4.56K 0.06% 255
2023
Q1 		$290K Sell
5,848
-409
-7% -$20.3K 0.08% 212
2022
Q4 		$308K Buy
+6,257
New +$308K 0.12% 168

Other funds holding NEAR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors's NEAR Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.5% in Q3 2026, buying an estimated $8.36K and bringing the position to 11,236 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Farther Finance Advisors first reported a position in NEAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $577K in Q4 2025. 18 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Farther Finance Advisors held 11,236 shares of iShares Short Maturity Bond ETF worth $560K as of Q3 2026.
  • Farther Finance Advisors bought 166 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $8.36K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1504 holding.
  • Farther Finance Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Short Maturity Bond ETF position peaked at $577K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.