Hofer & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hofer & Associates’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	$1.23M	Buy	+24,628	New	+$1.24M	0.86%	36

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

Hofer & Associates's NEAR Position: Q3 2026 in Review

Hofer & Associates opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 24,628 shares worth $1.23M. The stake represents 0.86% of the portfolio and ranks #36 among its holdings.

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

Hofer & Associates held 24,628 shares of iShares Short Maturity Bond ETF worth $1.23M as of Q3 2026.
iShares Short Maturity Bond ETF was a new Hofer & Associates position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.86% of Hofer & Associates's portfolio in Q3 2026, its #36 holding.
116 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.