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Barrett & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Barrett & Company’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 		$15K Hold
296
– – ﹤0.01% 457
2026
Q1 		$15K Hold
296
– – 0.01% 434
2025
Q4 		$15.1K Hold
296
– – 0.01% 434
2025
Q3 		$15.2K Hold
296
– – 0.01% 438
2025
Q2 		$15.1K Hold
296
– – 0.01% 443
2025
Q1 		$15.1K Hold
296
– – 0.01% 408
2024
Q4 		$14.9K Hold
296
– – 0.01% 402
2024
Q3 		$15.2K Buy
+296
New +$15K 0.01% 394

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

Barrett & Company's NEAR Position: Q2 2026 in Review

Barrett & Company held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 296 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Barrett & Company first reported a position in NEAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.2K in Q3 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Barrett & Company held 296 shares of iShares Short Maturity Bond ETF worth $15K as of Q2 2026.
  • Barrett & Company left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #457 holding.
  • Barrett & Company first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Barrett & Company's iShares Short Maturity Bond ETF position peaked at $15.2K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.