4J Wealth Management
NEAR icon

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
Q3 		$497K Sell
9,977
-2,923
-23% -$147K 0.23% 64
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% -$5.6K 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

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alexander Randolph Advisory
Alexander Randolph Advisory Mclean, Virginia $125M AUM 20.68% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

4J Wealth Management's NEAR Position: Q3 2026 in Review

4J Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 23% in Q3 2026, selling an estimated $147K and leaving 9,977 shares worth $497K. The position accounts for 0.23% of the portfolio, ranked #64.

4J Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 24 quarters since. The position peaked at $901K in Q4 2020. 267 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • 4J Wealth Management held 9,977 shares of iShares Short Maturity Bond ETF worth $497K as of Q3 2026.
  • 4J Wealth Management sold 2,923 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $147K.
  • iShares Short Maturity Bond ETF made up 0.23% of 4J Wealth Management's portfolio in Q3 2026, its #64 holding.
  • 4J Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 4J Wealth Management's iShares Short Maturity Bond ETF position peaked at $901K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.