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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 404 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.
  • 404 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.