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Meramec Financial Planners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Meramec Financial Planners’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 		$5.21M Buy
103,366
+3,990
+4% +$202K 1.91% 14
2026
Q1 		$5.07M Buy
99,376
+1,926
+2% +$98.4K 2.01% 15
2025
Q4 		$4.99M Buy
+97,450
New +$4.99M 1.94% 16

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

Meramec Financial Planners's NEAR Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares Short Maturity Bond ETF (NEAR) stake by 4% in Q2 2026, buying an estimated $202K and bringing the position to 103,366 shares worth $5.21M. The position accounts for 1.91% of the portfolio, ranked #14.

Meramec Financial Planners first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Meramec Financial Planners held 103,366 shares of iShares Short Maturity Bond ETF worth $5.21M as of Q2 2026.
  • Meramec Financial Planners bought 3,990 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Short Maturity Bond ETF made up 1.91% of Meramec Financial Planners's portfolio in Q2 2026, its #14 holding.
  • Meramec Financial Planners first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.