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

Kure Advisory’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	$5.08M	Buy	101,830 +3,214	+3%	+$162K	2.35%	12
2026 Q2	$5M	Buy	98,616 +8,975	+10%	+$455K	2.37%	12
2026 Q1	$4.56M	Buy	89,641 +4,495	+5%	+$230K	2.48%	12
2025 Q4	$4.35M	Buy	+85,146	New	+$4.36M	2.43%	12
2024 Q1	–	Sell	-7,927	Closed	-$400K	–	94
2023 Q4	$400K	Buy	+7,927	New	+$397K	0.21%	59

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

PWM

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

SWM

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

Kure Advisory's NEAR Position: Q3 2026 in Review

Kure Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.3% in Q3 2026, buying an estimated $162K and bringing the position to 101,830 shares worth $5.08M. The position accounts for 2.35% of the portfolio, ranked #12.

Kure Advisory first reported a position in NEAR in Q4 2023 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Kure Advisory held 101,830 shares of iShares Short Maturity Bond ETF worth $5.08M as of Q3 2026.
Kure Advisory bought 3,214 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $162K.
iShares Short Maturity Bond ETF made up 2.35% of Kure Advisory's portfolio in Q3 2026, its #12 holding.
Kure Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.