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Patton Albertson Miller Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Patton Albertson Miller Group’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 		$229K Hold
4,520
– – 0.02% 202
2026
Q1 		$230K Hold
4,520
– – 0.03% 196
2025
Q4 		$231K Sell
4,520
-183
-4% -$9.37K 0.03% 202
2025
Q3 		$241K Hold
4,703
– – 0.03% 192
2025
Q2 		$240K Hold
4,703
– – 0.03% 197
2025
Q1 		$239K Buy
+4,703
New +$238K 0.04% 195
2024
Q4 		– Sell
-3,978
Closed -$204K – 228
2024
Q3 		$204K Sell
3,978
-390
-9% -$19.8K 0.03% 215
2024
Q2 		$220K Sell
4,368
-725
-14% -$36.4K 0.03% 194
2024
Q1 		$257K Sell
5,093
-275
-5% -$13.9K 0.04% 184
2023
Q4 		$271K Hold
5,368
– – 0.05% 180
2023
Q3 		$268K Hold
5,368
– – 0.05% 176
2023
Q2 		$267K Hold
5,368
– – 0.05% 182
2023
Q1 		$266K Hold
5,368
– – 0.05% 188
2022
Q4 		$264K Hold
5,368
– – 0.05% 185
2022
Q3 		$264K Hold
5,368
– – 0.06% 186
2022
Q2 		$264K Buy
+5,368
New +$265K 0.05% 198
2020
Q3 		– Sell
-6,250
Closed -$313K – 211
2020
Q2 		$313K Sell
6,250
-7,300
-54% -$361K 0.09% 174
2020
Q1 		$657K Buy
13,550
+55
+0.4% +$2.74K 0.22% 117
2019
Q4 		$678K Buy
13,495
+7,895
+141% +$397K 0.18% 131
2019
Q3 		$282K Hold
5,600
– – 0.08% 204
2019
Q2 		$282K Buy
+5,600
New +$281K 0.08% 205

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

Patton Albertson Miller Group's NEAR Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 4,520 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #202.

Patton Albertson Miller Group first reported a position in NEAR in Q2 2019 and has held it in 21 quarters since. The position peaked at $678K in Q4 2019. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Patton Albertson Miller Group held 4,520 shares of iShares Short Maturity Bond ETF worth $229K as of Q2 2026.
  • Patton Albertson Miller Group left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #202 holding.
  • Patton Albertson Miller Group first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Patton Albertson Miller Group's iShares Short Maturity Bond ETF position peaked at $678K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.