4WM
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4J Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

4J 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 		$654K Buy
12,900
+2,480
+24% +$126K 0.32% 54
2026
Q1 		$530K Buy
10,420
+316
+3% +$16.1K 0.3% 52
2025
Q4 		$516K Hold
10,104
– – 0.3% 51
2025
Q3 		$518K Sell
10,104
-85
-0.8% -$4.34K 0.3% 51
2025
Q2 		$521K Hold
10,189
– – 0.35% 50
2025
Q1 		$518K Hold
10,189
– – 0.41% 45
2024
Q4 		$515K Sell
10,189
-738
-7% -$37.4K 0.42% 41
2024
Q3 		$560K Buy
10,927
+9
+0.1% +$457 0.43% 43
2024
Q2 		$550K Sell
10,918
-137
-1% -$6.87K 0.45% 42
2024
Q1 		$558K Sell
11,055
-69
-0.6% -$3.48K 0.48% 42
2023
Q4 		$562K Sell
11,124
-27
-0.2% -$1.35K 0.51% 44
2023
Q3 		$556K Buy
11,151
+598
+6% +$29.7K 0.55% 43
2023
Q2 		$525K Buy
10,553
+17
+0.2% +$843 0.51% 44
2023
Q1 		$523K Buy
10,536
+4
+0% +$198 0.56% 40
2022
Q4 		$519K Sell
10,532
-114
-1% -$5.61K 0.6% 38
2022
Q3 		$524K Sell
10,646
-1,696
-14% -$83.6K 0.67% 33
2022
Q2 		$608K Sell
12,342
-3,429
-22% -$169K 0.76% 32
2022
Q1 		$782K Sell
15,771
-874
-5% -$43.5K 0.68% 33
2021
Q4 		$831K Sell
16,645
-527
-3% -$26.4K 0.7% 34
2021
Q3 		$861K Sell
17,172
-264
-2% -$13.2K 0.75% 34
2021
Q2 		$875K Sell
17,436
-89
-0.5% -$4.46K 0.76% 35
2021
Q1 		$880K Sell
17,525
-434
-2% -$21.8K 0.82% 34
2020
Q4 		$901K Buy
+17,959
New +$900K 0.87% 31

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

4J Wealth Management's NEAR Position: Q2 2026 in Review

4J Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 24% in Q2 2026, buying an estimated $126K and bringing the position to 12,900 shares worth $654K. The position accounts for 0.32% of the portfolio, ranked #54.

4J Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $901K in Q4 2020. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • 4J Wealth Management held 12,900 shares of iShares Short Maturity Bond ETF worth $654K as of Q2 2026.
  • 4J Wealth Management bought 2,480 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares Short Maturity Bond ETF made up 0.32% of 4J Wealth Management's portfolio in Q2 2026, its #54 holding.
  • 4J Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares Short Maturity Bond ETF position peaked at $901K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.