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

Physician Wealth Solutions’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	$273K	Hold	5,485	–	–	0.11%	41
2026 Q2	$278K	Hold	5,485	–	–	0.11%	41
2026 Q1	$279K	Sell	5,485 -2,441	-31%	-$125K	0.12%	40
2025 Q4	$405K	Buy	7,926 +29	+0.4%	+$1.48K	0.17%	36
2025 Q3	$405K	Buy	7,897 +4	+0.1%	+$204	0.18%	37
2025 Q2	$403K	Hold	7,893	–	–	0.19%	37
2025 Q1	$402K	Buy	7,893 +4	+0.1%	+$203	0.2%	33
2024 Q4	$398K	Hold	7,889	–	–	0.2%	34
2024 Q3	$401K	Buy	7,889 +2,883	+58%	+$147K	0.2%	33
2024 Q2	$252K	Buy	5,006 +28	+0.6%	+$1.4K	0.18%	36
2024 Q1	$251K	Hold	4,978	–	–	0.21%	34
2023 Q4	$251K	Buy	+4,978	New	+$249K	0.25%	34

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 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

Physician Wealth Solutions's NEAR Position: Q3 2026 in Review

Physician Wealth Solutions held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 5,485 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #41.

Physician Wealth Solutions first reported a position in NEAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $405K in Q4 2025. 163 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Physician Wealth Solutions held 5,485 shares of iShares Short Maturity Bond ETF worth $273K as of Q3 2026.
Physician Wealth Solutions left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
iShares Short Maturity Bond ETF made up 0.11% of Physician Wealth Solutions's portfolio in Q3 2026, its #41 holding.
Physician Wealth Solutions first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's iShares Short Maturity Bond ETF position peaked at $405K in Q4 2025.
163 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.