TAM
NEAR icon

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
Q3 		– Sell
-5,240
Closed -$265K – 440
2026
Q2 		$265K Buy
+5,240
New +$266K 0.02% 372

Other funds holding NEAR

KL
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MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Titleist Asset Management's NEAR Position: Q3 2026 in Review

Titleist Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2026, closing a stake of 5,240 shares — an estimated $265K sold.

Titleist Asset Management first reported a position in NEAR in Q2 2026 and held it in 1 quarter. The position peaked at $265K in Q2 2026. 18 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Titleist Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Titleist Asset Management sold 5,240 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $265K.
  • Titleist Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2026 and held it in 1 quarter.
  • Titleist Asset Management's iShares Short Maturity Bond ETF position peaked at $265K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.