Perigon Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Perigon Wealth 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	$2.02M	Buy	39,868 +4,227	+12%	+$214K	0.03%	411
2026 Q1	$1.81M	Sell	35,641 -3,573	-9%	-$182K	0.03%	400
2025 Q4	$2M	Buy	39,214 +11,531	+42%	+$590K	0.04%	373
2025 Q3	$1.42M	Buy	+27,683	New	+$1.41M	0.03%	425
2021 Q1	–	Sell	-812	Closed	-$41K	–	837
2020 Q4	$41K	Buy	+812	New	+$40.7K	﹤0.01%	806
2019 Q4	–	Sell	-5,000	Closed	-$251K	–	282
2019 Q3	$251K	Buy	+5,000	New	+$251K	0.06%	196
2016 Q4	–	Sell	-200	Closed	-$10K	–	739
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	477
2016 Q2	$10K	Buy	+200	New	+$10K	﹤0.01%	373

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

Perigon Wealth Management's NEAR Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, buying an estimated $214K and bringing the position to 39,868 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #411.

Perigon Wealth Management first reported a position in NEAR in Q2 2016 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Perigon Wealth Management held 39,868 shares of iShares Short Maturity Bond ETF worth $2.02M as of Q2 2026.
Perigon Wealth Management bought 4,227 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $214K.
iShares Short Maturity Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #411 holding.
Perigon Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and has held it in 8 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.