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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parsons Capital Management's NEAR Position: Q1 2026 in Review

Parsons Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 31% in Q1 2026, buying an estimated $134K and bringing the position to 11,182 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #331.

Parsons Capital Management first reported a position in NEAR in Q2 2024 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Parsons Capital Management held 11,182 shares of iShares Short Maturity Bond ETF worth $568K as of Q1 2026.
Parsons Capital Management bought 2,621 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $134K.
iShares Short Maturity Bond ETF made up 0.03% of Parsons Capital Management's portfolio in Q1 2026, its #331 holding.
Parsons Capital Management first reported a position in iShares Short Maturity Bond ETF in Q2 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 Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.