Secure Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Secure Asset Management’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	$4.4M	Buy	88,241 +18,206	+26%	+$917K	0.58%	46
2026 Q2	$3.55M	Buy	70,035 +6,181	+10%	+$313K	0.5%	55
2026 Q1	$3.25M	Buy	63,854 +9,410	+17%	+$481K	0.51%	54
2025 Q4	$2.78M	Buy	54,444 +22,134	+69%	+$1.13M	0.44%	60
2025 Q3	$1.65M	Buy	32,310 +13,488	+72%	+$689K	0.27%	99
2025 Q2	$962K	Buy	+18,822	New	+$956K	0.18%	135

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

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Secure Asset Management's NEAR Position: Q3 2026 in Review

Secure Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 26% in Q3 2026, buying an estimated $917K and bringing the position to 88,241 shares worth $4.4M. The position accounts for 0.58% of the portfolio, ranked #46.

Secure Asset Management first reported a position in NEAR in Q2 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Secure Asset Management held 88,241 shares of iShares Short Maturity Bond ETF worth $4.4M as of Q3 2026.
Secure Asset Management bought 18,206 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $917K.
iShares Short Maturity Bond ETF made up 0.58% of Secure Asset Management's portfolio in Q3 2026, its #46 holding.
Secure Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.