Integrated Advisors Network
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Integrated Advisors Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Integrated Advisors Network’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 		$2.18M Sell
43,731
-393
-0.9% -$19.8K 0.1% 203
2026
Q2 		$2.24M Buy
44,124
+4,632
+12% +$235K 0.1% 194
2026
Q1 		$2.01M Sell
39,492
-1,762
-4% -$90K 0.11% 198
2025
Q4 		$2.11M Buy
41,254
+6,514
+19% +$333K 0.09% 218
2025
Q3 		$1.78M Buy
34,740
+1,959
+6% +$100K 0.07% 260
2025
Q2 		$1.68M Buy
32,781
+3,673
+13% +$187K 0.08% 262
2025
Q1 		$1.48M Buy
29,108
+3,058
+12% +$155K 0.07% 254
2024
Q4 		$1.32M Sell
26,050
-358
-1% -$18.2K 0.06% 266
2024
Q3 		$1.35M Sell
26,408
-3,002
-10% -$153K 0.06% 274
2024
Q2 		$1.48M Sell
29,410
-5,603
-16% -$281K 0.08% 239
2024
Q1 		$1.77M Buy
35,013
+592
+2% +$29.9K 0.09% 221
2023
Q4 		$1.74M Sell
34,421
-13,342
-28% -$668K 0.1% 214
2023
Q3 		$2.38M Buy
47,763
+33,203
+228% +$1.65M 0.15% 172
2023
Q2 		$724K Sell
14,560
-6,800
-32% -$337K 0.04% 346
2023
Q1 		$1.06M Sell
21,360
-40,483
-65% -$2M 0.06% 280
2022
Q4 		$3.05M Buy
61,843
+18,544
+43% +$912K 0.2% 146
2022
Q3 		$2.13M Sell
43,299
-3,838
-8% -$189K 0.14% 166
2022
Q2 		$2.32M Sell
47,137
-994
-2% -$49.1K 0.15% 171
2022
Q1 		$2.39M Buy
+48,131
New +$2.39M 0.14% 174

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
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Integrated Advisors Network's NEAR Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.89% in Q3 2026, selling an estimated $19.8K and leaving 43,731 shares worth $2.18M. The position accounts for 0.1% of the portfolio, ranked #203.

Integrated Advisors Network first reported a position in NEAR in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.05M in Q4 2022. 126 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Integrated Advisors Network held 43,731 shares of iShares Short Maturity Bond ETF worth $2.18M as of Q3 2026.
  • Integrated Advisors Network sold 393 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $19.8K.
  • iShares Short Maturity Bond ETF made up 0.1% of Integrated Advisors Network's portfolio in Q3 2026, its #203 holding.
  • Integrated Advisors Network first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Integrated Advisors Network's iShares Short Maturity Bond ETF position peaked at $3.05M in Q4 2022.
  • 126 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.