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KMG Fiduciary Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-20,617
Closed -$1.05M – 245
2026
Q1 		$1.05M Buy
20,617
+2,982
+17% +$152K 0.08% 166
2025
Q4 		$901K Buy
17,635
+1,216
+7% +$62.2K 0.06% 168
2025
Q3 		$842K Buy
16,419
+1,204
+8% +$61.5K 0.06% 200
2025
Q2 		$777K Buy
15,215
+4,366
+40% +$222K 0.06% 202
2025
Q1 		$552K Buy
+10,849
New +$550K 0.05% 217

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

KMG Fiduciary Partners's NEAR Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 20,617 shares — an estimated $1.05M sold.

KMG Fiduciary Partners first reported a position in NEAR in Q1 2025 and held it in 5 quarters. The position peaked at $1.05M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 20,617 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.05M.
  • KMG Fiduciary Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and held it in 5 quarters.
  • KMG Fiduciary Partners's iShares Short Maturity Bond ETF position peaked at $1.05M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.