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Farmers & Merchants Trust Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Farmers & Merchants Trust 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 		$265K Sell
5,231
-1,299
-20% -$65.9K 0.06% 171
2026
Q1 		$332K Sell
6,530
-4,927
-43% -$252K 0.08% 137
2025
Q4 		$585K Sell
11,457
-2,278
-17% -$117K 0.13% 108
2025
Q3 		$704K Buy
13,735
+1,556
+13% +$79.5K 0.15% 107
2025
Q2 		$622K Buy
12,179
+4,320
+55% +$219K 0.13% 122
2025
Q1 		$400K Buy
7,859
+165
+2% +$8.36K 0.1% 132
2024
Q4 		$389K Buy
7,694
+1,361
+21% +$69K 0.1% 133
2024
Q3 		$325K Buy
6,333
+45
+0.7% +$2.29K 0.08% 149
2024
Q2 		$316K Buy
6,288
+1,830
+41% +$91.8K 0.08% 142
2024
Q1 		$225K Buy
+4,458
New +$225K 0.06% 176

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Farmers & Merchants Trust Company's NEAR Position: Q2 2026 in Review

Farmers & Merchants Trust Company reduced its iShares Short Maturity Bond ETF (NEAR) stake by 20% in Q2 2026, selling an estimated $65.9K and leaving 5,231 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #171.

Farmers & Merchants Trust Company first reported a position in NEAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $704K in Q3 2025. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Farmers & Merchants Trust Company held 5,231 shares of iShares Short Maturity Bond ETF worth $265K as of Q2 2026.
  • Farmers & Merchants Trust Company sold 1,299 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $65.9K.
  • iShares Short Maturity Bond ETF made up 0.06% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #171 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Farmers & Merchants Trust Company's iShares Short Maturity Bond ETF position peaked at $704K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.