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 Q3	$525K	Buy	10,523 +150	+1%	+$7.56K	0.04%	265
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%	+$9.9K	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 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

Armis Advisers's NEAR Position: Q3 2026 in Review

Armis Advisers increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.4% in Q3 2026, buying an estimated $7.56K and bringing the position to 10,523 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #265.

Armis Advisers first reported a position in NEAR in Q4 2024 and has held it in 8 quarters since. 368 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Armis Advisers held 10,523 shares of iShares Short Maturity Bond ETF worth $525K as of Q3 2026.
Armis Advisers bought 150 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $7.56K.
iShares Short Maturity Bond ETF made up 0.04% of Armis Advisers's portfolio in Q3 2026, its #265 holding.
Armis Advisers first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 8 quarters since.
368 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.