Financial Management Professionals’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Management Professionals’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	$25.1K	Hold	495	–	–	﹤0.01%	398
2026 Q1	$25.2K	Hold	495	–	–	﹤0.01%	353
2025 Q4	$25.3K	Hold	495	–	–	﹤0.01%	352
2025 Q3	$25.4K	Hold	495	–	–	﹤0.01%	348
2025 Q2	$25.3K	Hold	495	–	–	﹤0.01%	373
2025 Q1	$25.2K	Hold	495	–	–	﹤0.01%	375
2024 Q4	$25K	Hold	495	–	–	﹤0.01%	369
2024 Q3	$25K	Hold	495	–	–	﹤0.01%	379
2024 Q2	$25K	Buy	+495	New	+$24.8K	﹤0.01%	349

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

Financial Management Professionals's NEAR Position: Q2 2026 in Review

Financial Management Professionals held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 495 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Financial Management Professionals first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.4K in Q3 2025. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Financial Management Professionals held 495 shares of iShares Short Maturity Bond ETF worth $25.1K as of Q2 2026.
Financial Management Professionals left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #398 holding.
Financial Management Professionals first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
Financial Management Professionals's iShares Short Maturity Bond ETF position peaked at $25.4K in Q3 2025.
88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.