Selby Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Selby Wealth 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 Q2	$8.17M	Buy	161,291 +17,848	+12%	+$905K	2.9%	10
2026 Q1	$7.29M	Buy	143,443 +86,107	+150%	+$4.4M	2.87%	9
2025 Q4	$2.93M	Buy	+57,336	New	+$2.94M	1.18%	23

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

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

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return