Armis Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Armis Advisers’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 Q2	$524K	Buy	10,373 +37	+0.4%	+$1.88K	0.05%	266
2026 Q1	$524K	Buy	10,336 +74	+0.7%	+$3.78K	0.05%	234
2025 Q4	$520K	Buy	10,262 +194	+2%	+$9.93K	0.06%	225
2025 Q3	$514K	Buy	10,068 +105	+1%	+$5.36K	0.05%	188
2025 Q2	$507K	Buy	9,963 +151	+2%	+$7.67K	0.04%	282
2025 Q1	$499K	Buy	9,812 +72	+0.7%	+$3.65K	0.05%	251
2024 Q4	$492K	Buy	+9,740	New	+$494K	0.06%	192

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Armis Advisers's NEAR Position: Q2 2026 in Review

Armis Advisers increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.36% in Q2 2026, buying an estimated $1.88K and bringing the position to 10,373 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #266.

Armis Advisers first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Armis Advisers held 10,373 shares of iShares Short Maturity Bond ETF worth $524K as of Q2 2026.
Armis Advisers bought 37 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.88K.
iShares Short Maturity Bond ETF made up 0.05% of Armis Advisers's portfolio in Q2 2026, its #266 holding.
Armis Advisers first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.