Mather Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mather Group’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	$37.9K	Buy	+761	New	+$38.3K	﹤0.01%	1244
2024 Q3	–	Sell	-100	Closed	-$5.05K	–	2020
2024 Q2	$5.05K	Sell	100 -235	-70%	-$11.8K	﹤0.01%	1620
2024 Q1	$16.9K	Buy	+335	New	+$16.9K	﹤0.01%	1089
2020 Q4	–	Sell	-10,998	Closed	-$551K	–	263
2020 Q3	$551K	Sell	10,998 -20,199	-65%	-$1.01M	0.02%	131
2020 Q2	$1.56M	Sell	31,197 -33,085	-51%	-$1.64M	0.07%	66
2020 Q1	$3.12M	Buy	64,282 +5,380	+9%	+$268K	0.22%	46
2019 Q4	$2.96M	Buy	+58,902	New	+$2.96M	0.19%	46

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

Mather Group's NEAR Position: Q3 2026 in Review

Mather Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 761 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Mather Group previously reported a position in NEAR as recently as Q2 2024.

Mather Group first reported a position in NEAR in Q4 2019 and has held it in 7 quarters since. The position peaked at $3.12M in Q1 2020. 114 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Mather Group held 761 shares of iShares Short Maturity Bond ETF worth $37.9K as of Q3 2026.
iShares Short Maturity Bond ETF was a new Mather Group position in Q3 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1244 holding.
Mather Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 7 quarters since.
Mather Group's iShares Short Maturity Bond ETF position peaked at $3.12M in Q1 2020.
114 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.