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 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

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

Perigon Wealth Management's NEAR Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.1% in Q1 2026, selling an estimated $182K and leaving 35,641 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #400.

Perigon Wealth Management first reported a position in NEAR in Q2 2016 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Perigon Wealth Management held 35,641 shares of iShares Short Maturity Bond ETF worth $1.81M as of Q1 2026.
Perigon Wealth Management sold 3,573 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $182K.
iShares Short Maturity Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #400 holding.
Perigon Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and has held it in 7 quarters since.
Perigon Wealth Management's iShares Short Maturity Bond ETF position peaked at $2M in Q4 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.