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Sherrill & Hutchins Financial Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sherrill & Hutchins 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 		$212K Buy
+4,192
New +$213K 0.1% 20

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AWM
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KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's NEAR Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,192 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #20 among its holdings.

186 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 4,192 shares of iShares Short Maturity Bond ETF worth $212K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Sherrill & Hutchins Financial Advisory position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.1% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #20 holding.
  • 186 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.