Foundry Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Foundry Financial Group’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	$1.04M	Buy	+20,849	New	+$1.05M	0.43%	38

Other funds holding NEAR

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 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

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

Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 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

Foundry Financial Group's NEAR Position: Q3 2026 in Review

Foundry Financial Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 20,849 shares worth $1.04M. The stake represents 0.43% of the portfolio and ranks #38 among its holdings.

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

Foundry Financial Group held 20,849 shares of iShares Short Maturity Bond ETF worth $1.04M as of Q3 2026.
iShares Short Maturity Bond ETF was a new Foundry Financial Group position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.43% of Foundry Financial Group's portfolio in Q3 2026, its #38 holding.
249 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Foundry Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.