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Perryman Financial Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Perryman Financial Advisory’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 		$649K Buy
12,817
+6,389
+99% +$324K 0.09% 121
2026
Q1 		$327K Buy
+6,428
New +$328K 0.05% 146

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

Perryman Financial Advisory's NEAR Position: Q2 2026 in Review

Perryman Financial Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 99% in Q2 2026, buying an estimated $324K and bringing the position to 12,817 shares worth $649K. The position accounts for 0.09% of the portfolio, ranked #121.

Perryman Financial Advisory first reported a position in NEAR in Q1 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Perryman Financial Advisory held 12,817 shares of iShares Short Maturity Bond ETF worth $649K as of Q2 2026.
  • Perryman Financial Advisory bought 6,389 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $324K.
  • iShares Short Maturity Bond ETF made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #121 holding.
  • Perryman Financial Advisory first reported a position in iShares Short Maturity Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.