TF
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Tompkins Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tompkins Financial’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 		$252K Hold
5,063
– – 0.02% 183
2026
Q2 		$256K Hold
5,063
– – 0.02% 181
2026
Q1 		$257K Hold
5,063
– – 0.02% 175
2025
Q4 		$259K Buy
+5,063
New +$259K 0.02% 172

Other funds holding NEAR

CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tompkins Financial's NEAR Position: Q3 2026 in Review

Tompkins Financial held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 5,063 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #183.

Tompkins Financial first reported a position in NEAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 68 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Tompkins Financial held 5,063 shares of iShares Short Maturity Bond ETF worth $252K as of Q3 2026.
  • Tompkins Financial left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #183 holding.
  • Tompkins Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Tompkins Financial's iShares Short Maturity Bond ETF position peaked at $259K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.