Private Client Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Private Client 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	$489K	Buy	9,817 +411	+4%	+$20.7K	0.13%	125
2026 Q2	$477K	Sell	9,406 -37	-0.4%	-$1.88K	0.12%	134
2026 Q1	$480K	Sell	9,443 -82	-0.9%	-$4.19K	0.14%	121
2025 Q4	$487K	Buy	9,525 +54	+0.6%	+$2.76K	0.15%	104
2025 Q3	$486K	Buy	9,471 +351	+4%	+$17.9K	0.16%	108
2025 Q2	$466K	Buy	9,120 +2,252	+33%	+$114K	0.18%	115
2025 Q1	$349K	Buy	6,868 +511	+8%	+$25.9K	0.17%	118
2024 Q4	$321K	Buy	6,357 +1,220	+24%	+$61.9K	0.17%	117
2024 Q3	$263K	Buy	+5,137	New	+$261K	0.14%	136

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Private Client Services's NEAR Position: Q3 2026 in Review

Private Client Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.4% in Q3 2026, buying an estimated $20.7K and bringing the position to 9,817 shares worth $489K. The position accounts for 0.13% of the portfolio, ranked #125.

Private Client Services first reported a position in NEAR in Q3 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Private Client Services held 9,817 shares of iShares Short Maturity Bond ETF worth $489K as of Q3 2026.
Private Client Services bought 411 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $20.7K.
iShares Short Maturity Bond ETF made up 0.13% of Private Client Services's portfolio in Q3 2026, its #125 holding.
Private Client Services first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 9 quarters since.
60 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.