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
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

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

4J Wealth Management's NEAR Position: Q1 2026 in Review

4J Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.1% in Q1 2026, buying an estimated $16.1K and bringing the position to 10,420 shares worth $530K. The position accounts for 0.3% of the portfolio, ranked #52.

4J Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $901K in Q4 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • 4J Wealth Management held 10,420 shares of iShares Short Maturity Bond ETF worth $530K as of Q1 2026.
  • 4J Wealth Management bought 316 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $16.1K.
  • iShares Short Maturity Bond ETF made up 0.3% of 4J Wealth Management's portfolio in Q1 2026, its #52 holding.
  • 4J Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 4J Wealth Management's iShares Short Maturity Bond ETF position peaked at $901K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on 4J Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.