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

Foundry Financial’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	$233K	Buy	+4,681	New	+$236K	0.07%	84

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

Foundry Financial's NEAR Position: Q3 2026 in Review

Foundry Financial opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 4,681 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

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

Foundry Financial held 4,681 shares of iShares Short Maturity Bond ETF worth $233K as of Q3 2026.
iShares Short Maturity Bond ETF was a new Foundry Financial position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.07% of Foundry Financial's portfolio in Q3 2026, its #84 holding.
105 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Foundry Financial's 13F filing for Q3 2026, filed 16 Oct 2026.