Financial Management Network
NEAR icon

Financial Management Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Management Network’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 		$4.81M Sell
96,654
-8,211
-8% -$414K 0.69% 36
2026
Q2 		$5.3M Sell
104,865
-8,806
-8% -$447K 0.76% 34
2026
Q1 		$5.77M Sell
113,671
-7,898
-6% -$403K 0.88% 32
2025
Q4 		$6.21M Sell
121,569
-2,969
-2% -$152K 0.98% 27
2025
Q3 		$6.37M Buy
124,538
+12,585
+11% +$643K 1.05% 25
2025
Q2 		$5.69M Buy
111,953
+27
+0% +$1.37K 1.02% 26
2025
Q1 		$5.66M Sell
111,926
-3,239
-3% -$164K 1.27% 21
2024
Q4 		$5.81M Sell
115,165
-8,134
-7% -$412K 1.21% 24
2024
Q3 		$6.27M Sell
123,299
-8,929
-7% -$454K 1.31% 21
2024
Q2 		$6.65M Buy
132,228
+11,451
+9% +$574K 1.6% 19
2024
Q1 		$6.07M Buy
120,777
+9,368
+8% +$473K 1.53% 18
2023
Q4 		$5.62M Buy
111,409
+10,025
+10% +$502K 1.64% 16
2023
Q3 		$5.04M Buy
101,384
+8,511
+9% +$423K 1.67% 15
2023
Q2 		$4.6M Buy
92,873
+14,119
+18% +$700K 1.6% 16
2023
Q1 		$3.9M Buy
78,754
+19,073
+32% +$944K 1.57% 17
2022
Q4 		$2.94M Buy
59,681
+44,342
+289% +$2.18M 1.31% 18
2022
Q3 		$754K Buy
+15,339
New +$756K 0.37% 59

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 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
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Financial Management Network's NEAR Position: Q3 2026 in Review

Financial Management Network reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.8% in Q3 2026, selling an estimated $414K and leaving 96,654 shares worth $4.81M. The position accounts for 0.69% of the portfolio, ranked #36.

Financial Management Network first reported a position in NEAR in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.65M in Q2 2024. 126 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Financial Management Network held 96,654 shares of iShares Short Maturity Bond ETF worth $4.81M as of Q3 2026.
  • Financial Management Network sold 8,211 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $414K.
  • iShares Short Maturity Bond ETF made up 0.69% of Financial Management Network's portfolio in Q3 2026, its #36 holding.
  • Financial Management Network first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Financial Management Network's iShares Short Maturity Bond ETF position peaked at $6.65M in Q2 2024.
  • 126 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.