Herbst Group
NEAR icon

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

Herbst 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 		– Sell
-6,855
Closed -$347K – 81
2026
Q2 		$347K Buy
+6,855
New +$348K 0.19% 61
2026
Q1 		– Sell
-19,898
Closed -$1.02M – 69
2025
Q4 		$1.02M Buy
+19,898
New +$1.02M 0.6% 48

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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Herbst Group's NEAR Position: Q3 2026 in Review

Herbst Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2026, closing a stake of 6,855 shares — an estimated $347K sold.

Herbst Group first reported a position in NEAR in Q4 2025 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 104 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Herbst Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Herbst Group sold 6,855 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $347K.
  • Herbst Group first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and held it in 2 quarters.
  • Herbst Group's iShares Short Maturity Bond ETF position peaked at $1.02M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.