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

Focus Financial 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	$4.87M	Buy	97,708 +11,011	+13%	+$555K	0.15%	110
2026 Q2	$4.39M	Buy	86,697 +21,787	+34%	+$1.1M	0.14%	121
2026 Q1	$3.3M	Buy	64,910 +17,180	+36%	+$877K	0.12%	145
2025 Q4	$2.44M	Buy	47,730 +25,574	+115%	+$1.31M	0.08%	184
2025 Q3	$1.14M	Buy	22,156 +12,396	+127%	+$633K	0.04%	281
2025 Q2	$499K	Buy	9,760 +178	+2%	+$9.04K	0.02%	433
2025 Q1	$487K	Buy	+9,582	New	+$485K	0.02%	427
2020 Q4	–	Sell	-4,930	Closed	-$247K	–	459
2020 Q3	$247K	Buy	4,930 +6	+0.1%	+$300	0.02%	379
2020 Q2	$246K	Buy	+4,924	New	+$243K	0.03%	338

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

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

Focus Financial Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q3 2026, buying an estimated $555K and bringing the position to 97,708 shares worth $4.87M. The position accounts for 0.15% of the portfolio, ranked #110.

Focus Financial Network first reported a position in NEAR in Q2 2020 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Focus Financial Network held 97,708 shares of iShares Short Maturity Bond ETF worth $4.87M as of Q3 2026.
Focus Financial Network bought 11,011 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $555K.
iShares Short Maturity Bond ETF made up 0.15% of Focus Financial Network's portfolio in Q3 2026, its #110 holding.
Focus Financial Network first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.