Waycross Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Waycross Investment 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	$339K	Hold	6,794	–	–	0.27%	48
2026 Q2	$344K	Hold	6,794	–	–	0.26%	48
2026 Q1	$345K	Hold	6,794	–	–	0.33%	40
2025 Q4	$347K	Hold	6,794	–	–	0.31%	42
2025 Q3	$348K	Hold	6,794	–	–	0.36%	39
2025 Q2	$347K	Hold	6,794	–	–	0.36%	37
2025 Q1	$346K	Sell	6,794 -501	-7%	-$25.4K	0.39%	37
2024 Q4	$368K	Sell	7,295 -560	-7%	-$28.4K	0.39%	40
2024 Q3	$402K	Hold	7,855	–	–	0.37%	47
2024 Q2	$395K	Hold	7,855	–	–	0.38%	47
2024 Q1	$396K	Sell	7,855 -50	-0.6%	-$2.52K	0.37%	53
2023 Q4	$399K	Hold	7,905	–	–	0.44%	41
2023 Q3	$394K	Sell	7,905 -522	-6%	-$26K	0.45%	38
2023 Q2	$419K	Hold	8,427	–	–	0.44%	40
2023 Q1	$418K	Hold	8,427	–	–	0.42%	44
2022 Q4	$415K	Buy	+8,427	New	+$414K	0.42%	46

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Waycross Investment Management's NEAR Position: Q3 2026 in Review

Waycross Investment Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 6,794 shares worth $339K. The position accounts for 0.27% of the portfolio, ranked #48.

Waycross Investment Management first reported a position in NEAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $419K in Q2 2023. 69 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Waycross Investment Management held 6,794 shares of iShares Short Maturity Bond ETF worth $339K as of Q3 2026.
Waycross Investment Management left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
iShares Short Maturity Bond ETF made up 0.27% of Waycross Investment Management's portfolio in Q3 2026, its #48 holding.
Waycross Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 16 quarters since.
Waycross Investment Management's iShares Short Maturity Bond ETF position peaked at $419K in Q2 2023.
69 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Waycross Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.