TrueWealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TrueWealth Advisors’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	$272K	Hold	5,453	–	–	0.06%	208
2026 Q2	$276K	Hold	5,453	–	–	0.06%	205
2026 Q1	$277K	Hold	5,453	–	–	0.07%	202
2025 Q4	$279K	Hold	5,453	–	–	0.07%	201
2025 Q3	$280K	Hold	5,453	–	–	0.08%	189
2025 Q2	$279K	Buy	5,453 +1,453	+36%	+$73.8K	0.08%	183
2025 Q1	$203K	Hold	4,000	–	–	0.07%	204
2024 Q4	$202K	Hold	4,000	–	–	0.07%	220
2024 Q3	$205K	Hold	4,000	–	–	0.07%	223
2024 Q2	$201K	Hold	4,000	–	–	0.07%	216
2024 Q1	$202K	Hold	4,000	–	–	0.08%	205
2023 Q4	$202K	Buy	+4,000	New	+$200K	0.08%	192
2022 Q2	–	Sell	-4,090	Closed	-$204K	–	188
2022 Q1	$204K	Hold	4,090	–	–	0.09%	173
2021 Q4	$204K	Hold	4,090	–	–	0.09%	173
2021 Q3	$205K	Hold	4,090	–	–	0.12%	135
2021 Q2	$205K	Hold	4,090	–	–	0.12%	125
2021 Q1	$205K	Hold	4,090	–	–	0.13%	120
2020 Q4	$205K	Buy	+4,090	New	+$205K	0.18%	81

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

TrueWealth Advisors's NEAR Position: Q3 2026 in Review

TrueWealth Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 5,453 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #208.

TrueWealth Advisors first reported a position in NEAR in Q4 2020 and has held it in 18 quarters since. The position peaked at $280K in Q3 2025. 267 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

TrueWealth Advisors held 5,453 shares of iShares Short Maturity Bond ETF worth $272K as of Q3 2026.
TrueWealth Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
iShares Short Maturity Bond ETF made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #208 holding.
TrueWealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 18 quarters since.
TrueWealth Advisors's iShares Short Maturity Bond ETF position peaked at $280K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.