Parsons Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Parsons Capital Management’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	$599K	Buy	11,819 +637	+6%	+$32.3K	0.03%	355
2026 Q1	$568K	Buy	11,182 +2,621	+31%	+$134K	0.03%	331
2025 Q4	$437K	Buy	8,561 +884	+12%	+$45.3K	0.02%	340
2025 Q3	$394K	Buy	7,677 +1,320	+21%	+$67.4K	0.02%	349
2025 Q2	$325K	Sell	6,357 -12	-0.2%	-$609	0.02%	358
2025 Q1	$324K	Sell	6,369 -318	-5%	-$16.1K	0.02%	354
2024 Q4	$338K	Sell	6,687 -827	-11%	-$41.9K	0.02%	361
2024 Q3	$385K	Buy	7,514 +2,347	+45%	+$119K	0.02%	346
2024 Q2	$260K	Buy	+5,167	New	+$259K	0.02%	391

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

Parsons Capital Management's NEAR Position: Q2 2026 in Review

Parsons Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.7% in Q2 2026, buying an estimated $32.3K and bringing the position to 11,819 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #355.

Parsons Capital Management first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Parsons Capital Management held 11,819 shares of iShares Short Maturity Bond ETF worth $599K as of Q2 2026.
Parsons Capital Management bought 637 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $32.3K.
iShares Short Maturity Bond ETF made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #355 holding.
Parsons Capital Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.