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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 404 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.
404 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.