Hudock Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hudock Inc’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	-11,403	Closed	-$578K	–	229
2026 Q2	$578K	Buy	11,403 +31	+0.3%	+$1.57K	0.07%	118
2026 Q1	$578K	Buy	11,372 +1,094	+11%	+$55.9K	0.09%	104
2025 Q4	$525K	Buy	10,278 +141	+1%	+$7.22K	0.08%	109
2025 Q3	$520K	Sell	10,137 -375	-4%	-$19.2K	0.08%	108
2025 Q2	$537K	Sell	10,512 -112	-1%	-$5.69K	0.09%	101
2025 Q1	$540K	Buy	10,624 +81	+0.8%	+$4.1K	0.09%	88
2024 Q4	$532K	Buy	+10,543	New	+$535K	0.09%	84
2020 Q1	–	Sell	-143	Closed	-$7K	–	718
2019 Q4	$7K	Hold	143	–	–	﹤0.01%	453
2019 Q3	$7K	Sell	143 -90	-39%	-$4.53K	﹤0.01%	460
2019 Q2	$11K	Hold	233	–	–	﹤0.01%	414
2019 Q1	$11K	Buy	+233	New	+$11.7K	﹤0.01%	402

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 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

Oppenheimer & Co New York $9.5B AUM 27.65% 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

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Hudock Inc's NEAR Position: Q3 2026 in Review

Hudock Inc sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2026, closing a stake of 11,403 shares — an estimated $578K sold.

Hudock Inc first reported a position in NEAR in Q1 2019 and held it in 11 quarters. The position peaked at $578K in Q1 2026. 171 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Hudock Inc reported no remaining iShares Short Maturity Bond ETF position as of Q3 2026 after selling out during the quarter.
Hudock Inc sold 11,403 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $578K.
Hudock Inc first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 11 quarters.
Hudock Inc's iShares Short Maturity Bond ETF position peaked at $578K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Hudock Inc's 13F filing for Q3 2026, filed 14 Oct 2026.