Kestra Advisory Services
NEAR icon

Kestra Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kestra Advisory Services’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 		$7.85M Buy
157,499
+33,040
+27% +$1.66M 0.02% 687
2026
Q2 		$6.31M Sell
124,459
-55,613
-31% -$2.82M 0.02% 714
2026
Q1 		$9.15M Buy
180,072
+97,238
+117% +$4.97M 0.03% 495
2025
Q4 		$4.23M Buy
82,834
+6,247
+8% +$320K 0.02% 838
2025
Q3 		$3.93M Sell
76,587
-139,750
-65% -$7.14M 0.02% 805
2025
Q2 		$11.1M Buy
216,337
+152,423
+238% +$7.74M 0.05% 346
2025
Q1 		$3.25M Sell
63,914
-145,466
-69% -$7.37M 0.02% 764
2024
Q4 		$10.6M Buy
209,380
+155,869
+291% +$7.9M 0.06% 333
2024
Q3 		$2.74M Sell
53,511
-175,510
-77% -$8.92M 0.02% 807
2024
Q2 		$11.5M Buy
229,021
+66,347
+41% +$3.33M 0.06% 322
2024
Q1 		$8.21M Buy
162,674
+41,994
+35% +$2.12M 0.06% 364
2023
Q4 		$6.1M Buy
120,680
+1,997
+2% +$100K 0.05% 394
2023
Q3 		$5.92M Buy
118,683
+87,922
+286% +$4.37M 0.06% 345
2023
Q2 		$1.53M Sell
30,761
-2,442
-7% -$121K 0.02% 783
2023
Q1 		$1.65M Sell
33,203
-69,025
-68% -$3.42M 0.02% 724
2022
Q4 		$5.04M Buy
102,228
+66,799
+189% +$3.28M 0.04% 436
2022
Q3 		$1.74M Sell
35,429
-16,651
-32% -$821K 0.02% 725
2022
Q2 		$2.56M Buy
52,080
+1,713
+3% +$84.7K 0.03% 579
2022
Q1 		$2.5M Buy
50,367
+1,685
+3% +$83.8K 0.03% 599
2021
Q4 		$2.43M Buy
48,682
+20,960
+76% +$1.05M 0.02% 617
2021
Q3 		$1.39M Sell
27,722
-3,508
-11% -$176K 0.01% 850
2021
Q2 		$1.57M Sell
31,230
-9,793
-24% -$491K 0.02% 747
2021
Q1 		$2.06M Sell
41,023
-16,799
-29% -$843K 0.03% 586
2020
Q4 		$2.9M Buy
57,822
+8,410
+17% +$422K 0.03% 476
2020
Q3 		$2.48M Buy
+49,412
New +$2.47M 0.05% 383

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Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alexander Randolph Advisory
Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 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

Kestra Advisory Services's NEAR Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 27% in Q3 2026, buying an estimated $1.66M and bringing the position to 157,499 shares worth $7.85M. The position accounts for 0.02% of the portfolio, ranked #687.

Kestra Advisory Services first reported a position in NEAR in Q3 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q2 2024. 249 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Kestra Advisory Services held 157,499 shares of iShares Short Maturity Bond ETF worth $7.85M as of Q3 2026.
  • Kestra Advisory Services bought 33,040 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1.66M.
  • iShares Short Maturity Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #687 holding.
  • Kestra Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares Short Maturity Bond ETF position peaked at $11.5M in Q2 2024.
  • 249 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.