Visionary Horizons’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Visionary Horizons’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	$1.82M	Buy	36,593 +3,206	+10%	+$162K	0.73%	26
2026 Q2	$1.69M	Buy	33,387 +11,368	+52%	+$576K	0.71%	23
2026 Q1	$1.12M	Buy	22,019 +9,516	+76%	+$486K	0.55%	32
2025 Q4	$639K	Buy	12,503 +3,490	+39%	+$179K	0.33%	59
2025 Q3	$462K	Buy	9,013 +2,379	+36%	+$122K	0.26%	74
2025 Q2	$339K	Buy	+6,634	New	+$337K	0.21%	78

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Visionary Horizons's NEAR Position: Q3 2026 in Review

Visionary Horizons increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.6% in Q3 2026, buying an estimated $162K and bringing the position to 36,593 shares worth $1.82M. The position accounts for 0.73% of the portfolio, ranked #26.

Visionary Horizons first reported a position in NEAR in Q2 2025 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Visionary Horizons held 36,593 shares of iShares Short Maturity Bond ETF worth $1.82M as of Q3 2026.
Visionary Horizons bought 3,206 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $162K.
iShares Short Maturity Bond ETF made up 0.73% of Visionary Horizons's portfolio in Q3 2026, its #26 holding.
Visionary Horizons first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 6 quarters since.
368 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.