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 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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return