Objective Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Objective Capital Management’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	–	Sell	-25,351	Closed	-$1.28M	–	102
2026 Q2	$1.28M	Buy	25,351 +6,164	+32%	+$313K	1.14%	21
2026 Q1	$975K	Buy	19,187 +4,132	+27%	+$211K	0.98%	27
2025 Q4	$769K	Buy	15,055 +8,303	+123%	+$425K	0.78%	38
2025 Q3	$346K	Sell	6,752 -61	-0.9%	-$3.12K	0.36%	62
2025 Q2	$348K	Buy	6,813 +437	+7%	+$22.2K	0.39%	61
2025 Q1	$324K	Buy	6,376 +2,230	+54%	+$113K	0.41%	57
2024 Q4	$209K	Sell	4,146 -5,055	-55%	-$256K	0.14%	134
2024 Q3	$471K	Buy	+9,201	New	+$468K	0.28%	75
2024 Q1	$374K	Buy	7,411 +511	+7%	+$25.8K	0.25%	85
2023 Q4	$349K	Buy	+6,900	New	+$345K	0.27%	81

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

Objective Capital Management's NEAR Position: Q3 2026 in Review

Objective Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2026, closing a stake of 25,351 shares — an estimated $1.28M sold.

Objective Capital Management first reported a position in NEAR in Q4 2023 and held it in 10 quarters. The position peaked at $1.28M in Q2 2026. 81 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Objective Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2026 after selling out during the quarter.
Objective Capital Management sold 25,351 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1.28M.
Objective Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 10 quarters.
Objective Capital Management's iShares Short Maturity Bond ETF position peaked at $1.28M in Q2 2026.
81 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.