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
Q2 		$3.89M Buy
76,874
+6,230
+9% +$316K 0.53% 65
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

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

KKM Financial's NEAR Position: Q2 2026 in Review

KKM Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 8.8% in Q2 2026, buying an estimated $316K and bringing the position to 76,874 shares worth $3.89M. The position accounts for 0.53% of the portfolio, ranked #65.

KKM Financial first reported a position in NEAR in Q1 2024 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • KKM Financial held 76,874 shares of iShares Short Maturity Bond ETF worth $3.89M as of Q2 2026.
  • KKM Financial bought 6,230 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $316K.
  • iShares Short Maturity Bond ETF made up 0.53% of KKM Financial's portfolio in Q2 2026, its #65 holding.
  • KKM Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.