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 Q3	$2.37M	Buy	47,596 +7,728	+19%	+$389K	0.04%	372
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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Perigon Wealth Management's NEAR Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 19% in Q3 2026, buying an estimated $389K and bringing the position to 47,596 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #372.

Perigon Wealth Management first reported a position in NEAR in Q2 2016 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Perigon Wealth Management held 47,596 shares of iShares Short Maturity Bond ETF worth $2.37M as of Q3 2026.
Perigon Wealth Management bought 7,728 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $389K.
iShares Short Maturity Bond ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #372 holding.
Perigon Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and has held it in 9 quarters since.
249 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.