Steele Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Steele Capital 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	$548K	Buy	10,983 +10	+0.1%	+$504	0.02%	81
2026 Q2	$556K	Buy	10,973 +274	+3%	+$13.9K	0.02%	81
2026 Q1	$544K	Buy	+10,699	New	+$546K	0.02%	80
2024 Q3	–	Sell	-5,048	Closed	-$254K	–	126
2024 Q2	$254K	Hold	5,048	–	–	0.01%	151
2024 Q1	$255K	Hold	5,048	–	–	0.01%	150
2023 Q4	$255K	Buy	+5,048	New	+$253K	0.02%	141

Other funds holding NEAR

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 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

Steele Capital Management's NEAR Position: Q3 2026 in Review

Steele Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.09% in Q3 2026, buying an estimated $504 and bringing the position to 10,983 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #81.

Steele Capital Management first reported a position in NEAR in Q4 2023 and has held it in 6 quarters since. The position peaked at $556K in Q2 2026. 264 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Steele Capital Management held 10,983 shares of iShares Short Maturity Bond ETF worth $548K as of Q3 2026.
Steele Capital Management bought 10 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $504.
iShares Short Maturity Bond ETF made up 0.02% of Steele Capital Management's portfolio in Q3 2026, its #81 holding.
Steele Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 6 quarters since.
Steele Capital Management's iShares Short Maturity Bond ETF position peaked at $556K in Q2 2026.
264 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.