Focus Partners Advisor Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Focus Partners Advisor Solutions’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	$1.55M	Buy	+31,080	New	+$1.57M	0.01%	582

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

Focus Partners Advisor Solutions's NEAR Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 31,080 shares worth $1.55M. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

291 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Focus Partners Advisor Solutions held 31,080 shares of iShares Short Maturity Bond ETF worth $1.55M as of Q3 2026.
iShares Short Maturity Bond ETF was a new Focus Partners Advisor Solutions position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #582 holding.
291 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.