KF
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KKM Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

KKM Financial’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
Q1 		$3.61M Hold
70,644
– – 0.64% 68
2025
Q4 		$3.61M Buy
70,644
+5,796
+9% +$297K 0.64% 68
2025
Q3 		$3.33M Buy
64,848
+421
+0.7% +$21.5K 1.05% 47
2025
Q2 		$3.29M Buy
64,427
+1,598
+3% +$81.2K 1.15% 36
2025
Q1 		$3.19M Buy
62,829
+5,313
+9% +$269K 1.35% 20
2024
Q4 		$2.91M Buy
+57,516
New +$2.92M 1.21% 26
2024
Q3 		– Sell
-53,317
Closed -$2.69M – 151
2024
Q2 		$2.69M Buy
53,317
+1,144
+2% +$57.4K 1.28% 22
2024
Q1 		$2.63M Buy
+52,173
New +$2.63M 1.28% 24

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KKM Financial's NEAR Position: Q1 2026 in Review

KKM Financial held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 70,644 shares worth $3.61M. The position accounts for 0.64% of the portfolio, ranked #68.

KKM Financial first reported a position in NEAR in Q1 2024 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • KKM Financial held 70,644 shares of iShares Short Maturity Bond ETF worth $3.61M as of Q1 2026.
  • KKM Financial left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.64% of KKM Financial's portfolio in Q1 2026, its #68 holding.
  • KKM Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.