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

Titleist 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 Q2	$265K	Buy	+5,240	New	+$266K	0.02%	372

Other funds holding NEAR

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Maimon Wealth Management Ra'anana, Israel $130M AUM

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Titleist Asset Management's NEAR Position: Q2 2026 in Review

Titleist Asset Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 5,240 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings.

138 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Titleist Asset Management held 5,240 shares of iShares Short Maturity Bond ETF worth $265K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Titleist Asset Management position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.02% of Titleist Asset Management's portfolio in Q2 2026, its #372 holding.
138 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.