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

Optivise Advisory Services’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	$3.29M	Sell	66,049 -5,955	-8%	-$300K	1.62%	12
2026 Q2	$3.65M	Sell	72,004 -91,723	-56%	-$4.65M	1.85%	9
2026 Q1	$8.32M	Buy	163,727 +60,563	+59%	+$3.09M	5.04%	2
2025 Q4	$5.27M	Buy	103,164 +22,554	+28%	+$1.15M	3.04%	4
2025 Q3	$4.13M	Buy	+80,610	New	+$4.12M	2.46%	5

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

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

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

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

Optivise Advisory Services's NEAR Position: Q3 2026 in Review

Optivise Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 8.3% in Q3 2026, selling an estimated $300K and leaving 66,049 shares worth $3.29M. The position accounts for 1.62% of the portfolio, ranked #12.

Optivise Advisory Services first reported a position in NEAR in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.32M in Q1 2026. 138 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Optivise Advisory Services held 66,049 shares of iShares Short Maturity Bond ETF worth $3.29M as of Q3 2026.
Optivise Advisory Services sold 5,955 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $300K.
iShares Short Maturity Bond ETF made up 1.62% of Optivise Advisory Services's portfolio in Q3 2026, its #12 holding.
Optivise Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's iShares Short Maturity Bond ETF position peaked at $8.32M in Q1 2026.
138 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.