Stanich Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stanich Group’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	$643K	Buy	+12,899	New	+$650K	0.31%	32
2025 Q4	–	Sell	-8,322	Closed	-$427K	–	54
2025 Q3	$427K	Buy	+8,322	New	+$425K	0.26%	37
2025 Q2	–	Sell	-10,781	Closed	-$548K	–	47
2025 Q1	$548K	Sell	10,781 -231	-2%	-$11.7K	0.41%	29
2024 Q4	$556K	Buy	+11,012	New	+$558K	0.42%	28

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

Stanich Group's NEAR Position: Q3 2026 in Review

Stanich Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 12,899 shares worth $643K. The stake represents 0.31% of the portfolio and ranks #32 among its holdings. This is a return to the name: Stanich Group previously reported a position in NEAR as recently as Q3 2025.

Stanich Group first reported a position in NEAR in Q4 2024 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Stanich Group held 12,899 shares of iShares Short Maturity Bond ETF worth $643K as of Q3 2026.
iShares Short Maturity Bond ETF was a new Stanich Group position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.31% of Stanich Group's portfolio in Q3 2026, its #32 holding.
Stanich Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.