XY Planning Network
NEAR icon

XY Planning Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

XY Planning Network’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 		$537K Hold
10,768
– – 0.06% 226
2026
Q2 		$546K Hold
10,768
– – 0.07% 201
2026
Q1 		$546K Buy
10,768
+3,720
+53% +$190K 0.09% 179
2025
Q4 		$360K Buy
+7,048
New +$361K 0.06% 194

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

XY Planning Network's NEAR Position: Q3 2026 in Review

XY Planning Network held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 10,768 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #226.

XY Planning Network first reported a position in NEAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $546K in Q2 2026. 163 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • XY Planning Network held 10,768 shares of iShares Short Maturity Bond ETF worth $537K as of Q3 2026.
  • XY Planning Network left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #226 holding.
  • XY Planning Network first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares Short Maturity Bond ETF position peaked at $546K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.