RIA
NEAR icon

Realta Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Realta Investment Advisors’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 		$3.73M Buy
74,832
+3,745
+5% +$189K 1.09% 20
2026
Q2 		$3.6M Buy
71,087
+6,331
+10% +$321K 1.12% 19
2026
Q1 		$3.29M Buy
64,756
+1,970
+3% +$101K 1.14% 17
2025
Q4 		$3.21M Buy
62,786
+1,878
+3% +$96.1K 1.05% 21
2025
Q3 		$3.12M Buy
60,908
+11,417
+23% +$583K 1.04% 24
2025
Q2 		$2.53M Buy
49,491
+7,171
+17% +$364K 1% 22
2025
Q1 		$2.15M Sell
42,320
-8,059
-16% -$408K 0.98% 22
2024
Q4 		$2.54M Buy
50,379
+871
+2% +$44.2K 1.04% 20
2024
Q3 		$2.52M Buy
49,508
+2,366
+5% +$120K 1.16% 17
2024
Q2 		$2.37M Buy
47,142
+1,491
+3% +$74.8K 0.46% 43
2024
Q1 		$2.3M Buy
45,651
+15,267
+50% +$770K 0.47% 43
2023
Q4 		$1.53M Buy
+30,384
New +$1.52M 0.35% 61
2020
Q1 		– Sell
-1,349
Closed -$68K – 994
2019
Q4 		$68K Hold
1,349
– – 0.02% 596
2019
Q3 		$68K Buy
1,349
+958
+245% +$48.2K 0.02% 592
2019
Q2 		$20K Sell
391
-85
-18% -$4.27K 0.01% 936
2019
Q1 		$24K Buy
+476
New +$23.8K 0.01% 710

Other funds holding NEAR

CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KL
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Realta Investment Advisors's NEAR Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.3% in Q3 2026, buying an estimated $189K and bringing the position to 74,832 shares worth $3.73M. The position accounts for 1.09% of the portfolio, ranked #20.

Realta Investment Advisors first reported a position in NEAR in Q1 2019 and has held it in 16 quarters since. 67 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Realta Investment Advisors held 74,832 shares of iShares Short Maturity Bond ETF worth $3.73M as of Q3 2026.
  • Realta Investment Advisors bought 3,745 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $189K.
  • iShares Short Maturity Bond ETF made up 1.09% of Realta Investment Advisors's portfolio in Q3 2026, its #20 holding.
  • Realta Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.