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

Novem 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	$945K	Buy	18,962 +967	+5%	+$48.7K	0.09%	200
2026 Q2	$912K	Buy	17,995 +1,187	+7%	+$60.2K	0.09%	205
2026 Q1	$854K	Buy	16,808 +885	+6%	+$45.2K	0.1%	205
2025 Q4	$814K	Buy	15,923 +1,533	+11%	+$78.5K	0.09%	208
2025 Q3	$738K	Buy	14,390 +151	+1%	+$7.71K	0.09%	216
2025 Q2	$728K	Buy	14,239 +1,232	+9%	+$62.6K	0.09%	213
2025 Q1	$662K	Sell	13,007 -437	-3%	-$22.1K	0.09%	193
2024 Q4	$679K	Buy	+13,444	New	+$682K	0.1%	192

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Novem Group's NEAR Position: Q3 2026 in Review

Novem Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.4% in Q3 2026, buying an estimated $48.7K and bringing the position to 18,962 shares worth $945K. The position accounts for 0.09% of the portfolio, ranked #200.

Novem Group first reported a position in NEAR in Q4 2024 and has held it in 8 quarters since. 368 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Novem Group held 18,962 shares of iShares Short Maturity Bond ETF worth $945K as of Q3 2026.
Novem Group bought 967 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $48.7K.
iShares Short Maturity Bond ETF made up 0.09% of Novem Group's portfolio in Q3 2026, its #200 holding.
Novem Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 8 quarters since.
368 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.