Sigma Planning Corp
NEAR icon

Sigma Planning Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sigma Planning Corp’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 		$4.41M Sell
88,351
-1,912
-2% -$96.3K 0.11% 186
2026
Q2 		$4.57M Buy
90,263
+10,208
+13% +$518K 0.12% 188
2026
Q1 		$4.07M Buy
80,055
+8,032
+11% +$410K 0.11% 193
2025
Q4 		$3.68M Buy
72,023
+8,867
+14% +$454K 0.1% 208
2025
Q3 		$3.24M Buy
63,156
+2,574
+4% +$131K 0.09% 227
2025
Q2 		$3.1M Sell
60,582
-5,326
-8% -$270K 0.09% 223
2025
Q1 		$3.35M Buy
65,908
+1,770
+3% +$89.7K 0.11% 202
2024
Q4 		$3.24M Buy
64,138
+7,433
+13% +$377K 0.1% 197
2024
Q3 		$2.91M Buy
56,705
+11,712
+26% +$595K 0.09% 219
2024
Q2 		$2.26M Sell
44,993
-2,457
-5% -$123K 0.07% 257
2024
Q1 		$2.39M Buy
47,450
+7,935
+20% +$400K 0.08% 263
2023
Q4 		$2M Buy
39,515
+18,283
+86% +$915K 0.16% 129
2023
Q3 		$1.06M Buy
21,232
+1,182
+6% +$58.8K 0.04% 438
2023
Q2 		$997K Sell
20,050
-14,208
-41% -$705K 0.04% 454
2023
Q1 		$1.7M Sell
34,258
-626
-2% -$31K 0.06% 344
2022
Q4 		$1.72M Buy
34,884
+10,541
+43% +$518K 0.06% 318
2022
Q3 		$1.2M Buy
24,343
+3,688
+18% +$182K 0.05% 394
2022
Q2 		$1.02M Buy
20,655
+633
+3% +$31.3K 0.04% 459
2022
Q1 		$993K Buy
20,022
+989
+5% +$49.2K 0.03% 538
2021
Q4 		$951K Sell
19,033
-2,043
-10% -$102K 0.03% 564
2021
Q3 		$1.06M Sell
21,076
-6,347
-23% -$318K 0.03% 518
2021
Q2 		$1.38M Sell
27,423
-5,462
-17% -$274K 0.04% 443
2021
Q1 		$1.65M Sell
32,885
-25,246
-43% -$1.27M 0.05% 367
2020
Q4 		$2.92M Sell
58,131
-13,113
-18% -$657K 0.1% 210
2020
Q3 		$3.57M Buy
71,244
+13,206
+23% +$661K 0.14% 161
2020
Q2 		$2.9M Sell
58,038
-366
-0.6% -$18.1K 0.13% 171
2020
Q1 		$2.83M Sell
58,404
-11,924
-17% -$594K 0.17% 135
2019
Q4 		$3.53M Sell
70,328
-2,911
-4% -$146K 0.15% 150
2019
Q3 		$3.69M Buy
73,239
+2,138
+3% +$108K 0.18% 136
2019
Q2 		$3.58M Buy
71,101
+1,961
+3% +$98.5K 0.18% 136
2019
Q1 		$3.47M Buy
69,140
+1,170
+2% +$58.6K 0.2% 129
2018
Q4 		$3.39M Buy
67,970
+20,777
+44% +$1.04M 0.25% 92
2018
Q3 		$2.37M Buy
47,193
+23,311
+98% +$1.17M 0.14% 162
2018
Q2 		$1.2M Buy
23,882
+10,539
+79% +$528K 0.08% 247
2018
Q1 		$669K Sell
13,343
-2,617
-16% -$131K 0.05% 355
2017
Q4 		$800K Buy
15,960
+289
+2% +$14.5K 0.06% 310
2017
Q3 		$788K Sell
15,671
-282
-2% -$14.2K 0.07% 308
2017
Q2 		$802K Buy
15,953
+11,157
+233% +$560K 0.08% 286
2017
Q1 		$241K Sell
4,796
-679
-12% -$34.1K 0.02% 634
2016
Q4 		$275K Buy
+5,475
New +$275K 0.03% 549

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WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Sigma Planning Corp's NEAR Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.1% in Q3 2026, selling an estimated $96.3K and leaving 88,351 shares worth $4.41M. The position accounts for 0.11% of the portfolio, ranked #186.

Sigma Planning Corp first reported a position in NEAR in Q4 2016 and has held it in 40 quarters since. The position peaked at $4.57M in Q2 2026. 126 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Sigma Planning Corp held 88,351 shares of iShares Short Maturity Bond ETF worth $4.41M as of Q3 2026.
  • Sigma Planning Corp sold 1,912 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $96.3K.
  • iShares Short Maturity Bond ETF made up 0.11% of Sigma Planning Corp's portfolio in Q3 2026, its #186 holding.
  • Sigma Planning Corp first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 40 quarters since.
  • Sigma Planning Corp's iShares Short Maturity Bond ETF position peaked at $4.57M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.