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Retireful LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Retireful LLC’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 		$590K Buy
11,840
+910
+8% +$45.8K 0.51% 47
2026
Q2 		$554K Buy
+10,930
New +$554K 0.52% 46

Other funds holding NEAR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Retireful LLC's NEAR Position: Q3 2026 in Review

Retireful LLC increased its iShares Short Maturity Bond ETF (NEAR) stake by 8.3% in Q3 2026, buying an estimated $45.8K and bringing the position to 11,840 shares worth $590K. The position accounts for 0.51% of the portfolio, ranked #47.

Retireful LLC first reported a position in NEAR in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Retireful LLC held 11,840 shares of iShares Short Maturity Bond ETF worth $590K as of Q3 2026.
  • Retireful LLC bought 910 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $45.8K.
  • iShares Short Maturity Bond ETF made up 0.51% of Retireful LLC's portfolio in Q3 2026, its #47 holding.
  • Retireful LLC first reported a position in iShares Short Maturity Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.