Infinity Wealth Counsel’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Infinity Wealth Counsel’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	$1M	Sell	20,132 -934	-4%	-$47.1K	0.81%	36
2026 Q2	$1.07M	Sell	21,066 -1,256	-6%	-$63.7K	0.86%	36
2026 Q1	$1.13M	Sell	22,322 -730	-3%	-$37.3K	1.04%	34
2025 Q4	$1.18M	Sell	23,052 -17,310	-43%	-$886K	1.07%	33
2025 Q3	$2.07M	Sell	40,362 -1,984	-5%	-$101K	2.01%	23
2025 Q2	$2.16M	Sell	42,346 -1,634	-4%	-$83K	2.18%	22
2025 Q1	$2.24M	Sell	43,980 -1,618	-4%	-$82K	2.42%	19
2024 Q4	$2.3M	Buy	+45,598	New	+$2.31M	2.46%	18

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Infinity Wealth Counsel's NEAR Position: Q3 2026 in Review

Infinity Wealth Counsel reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.4% in Q3 2026, selling an estimated $47.1K and leaving 20,132 shares worth $1M. The position accounts for 0.81% of the portfolio, ranked #36.

Infinity Wealth Counsel first reported a position in NEAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2024. 94 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Infinity Wealth Counsel held 20,132 shares of iShares Short Maturity Bond ETF worth $1M as of Q3 2026.
Infinity Wealth Counsel sold 934 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $47.1K.
iShares Short Maturity Bond ETF made up 0.81% of Infinity Wealth Counsel's portfolio in Q3 2026, its #36 holding.
Infinity Wealth Counsel first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 8 quarters since.
Infinity Wealth Counsel's iShares Short Maturity Bond ETF position peaked at $2.3M in Q4 2024.
94 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.