Members Wealth
NEAR icon

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

Members Wealth’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 		$1.9M Buy
38,077
+2,336
+7% +$118K 0.95% 26
2026
Q2 		$1.81M Buy
35,741
+1,374
+4% +$69.7K 0.99% 26
2026
Q1 		$1.75M Buy
34,367
+7,825
+29% +$400K 1.04% 26
2025
Q4 		$1.36M Buy
+26,542
New +$1.36M 0.85% 26

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 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
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 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

Members Wealth's NEAR Position: Q3 2026 in Review

Members Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.5% in Q3 2026, buying an estimated $118K and bringing the position to 38,077 shares worth $1.9M. The position accounts for 0.95% of the portfolio, ranked #26.

Members Wealth first reported a position in NEAR in Q4 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Members Wealth held 38,077 shares of iShares Short Maturity Bond ETF worth $1.9M as of Q3 2026.
  • Members Wealth bought 2,336 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $118K.
  • iShares Short Maturity Bond ETF made up 0.95% of Members Wealth's portfolio in Q3 2026, its #26 holding.
  • Members Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.