Patriot Financial Group Insurance Agency’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Patriot Financial Group Insurance Agency’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	$264K	Sell	5,210 -102,732	-95%	-$5.21M	0.03%	411
2026 Q1	$5.49M	Buy	107,942 +79,610	+281%	+$4.07M	0.31%	91
2025 Q4	$1.45M	Buy	28,332 +18,102	+177%	+$927K	0.17%	151
2025 Q3	$525K	Buy	+10,230	New	+$523K	0.07%	274
2022 Q3	–	Sell	-2,593	Closed	-$128K	–	1386
2022 Q2	$128K	Sell	2,593 -117	-4%	-$5.78K	0.03%	479
2022 Q1	$134K	Sell	2,710 -245	-8%	-$12.2K	0.02%	498
2021 Q4	$148K	Sell	2,955 -193	-6%	-$9.65K	0.02%	535
2021 Q3	$158K	Sell	3,148 -25	-0.8%	-$1.25K	0.03%	508
2021 Q2	$159K	Sell	3,173 -1,141	-26%	-$57.2K	0.03%	486
2021 Q1	$217K	Sell	4,314 -4,320	-50%	-$217K	0.05%	364
2020 Q4	$433K	Sell	8,634 -1,132	-12%	-$56.8K	0.11%	200
2020 Q3	$489K	Sell	9,766 -8,169	-46%	-$409K	0.16%	137
2020 Q2	$897K	Sell	17,935 -13,407	-43%	-$663K	0.34%	62
2020 Q1	$1.52M	Sell	31,342 -67,033	-68%	-$3.34M	0.69%	21
2019 Q4	$4.94M	Sell	98,375 -1,164	-1%	-$58.5K	1.85%	7
2019 Q3	$5.01M	Buy	99,539 +25,952	+35%	+$1.31M	2.25%	6
2019 Q2	$3.69M	Buy	73,587 +65,972	+866%	+$3.31M	1.59%	9
2019 Q1	$386K	Sell	7,615 -62,218	-89%	-$3.12M	0.2%	86
2018 Q4	$3.48M	Buy	69,833 +6,359	+10%	+$318K	2.29%	8
2018 Q3	$3.19M	Sell	63,474 -10,390	-14%	-$521K	1.9%	9
2018 Q2	$3.71M	Sell	73,864 -1,773	-2%	-$88.9K	3.96%	5
2018 Q1	$3.79M	Buy	75,637 +11,769	+18%	+$590K	2.8%	4
2017 Q4	$3.2M	Buy	63,868 +8,606	+16%	+$432K	2.39%	5
2017 Q3	$2.78M	Buy	55,262 +54,311	+5,711%	+$2.73M	2.48%	6
2017 Q2	$48K	Buy	951 +650	+216%	+$32.6K	0.05%	248
2017 Q1	$15K	Sell	301 -540	-64%	-$27.1K	0.02%	422
2016 Q4	$42K	Buy	+841	New	+$42.2K	0.06%	245

Other funds holding NEAR

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NEAR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Short Maturity Bond ETF (NEAR) stake by 95% in Q2 2026, selling an estimated $5.21M and leaving 5,210 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #411.

Patriot Financial Group Insurance Agency first reported a position in NEAR in Q4 2016 and has held it in 27 quarters since. The position peaked at $5.49M in Q1 2026. 281 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Patriot Financial Group Insurance Agency held 5,210 shares of iShares Short Maturity Bond ETF worth $264K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 102,732 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.21M.
iShares Short Maturity Bond ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #411 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 27 quarters since.
Patriot Financial Group Insurance Agency's iShares Short Maturity Bond ETF position peaked at $5.49M in Q1 2026.
281 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.