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Fortress Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Fortress 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
2025
Q3 		$268K Buy
5,235
+18
+0.3% +$919 0.12% 69
2025
Q2 		$267K Buy
5,217
+17
+0.3% +$863 0.13% 68
2025
Q1 		$265K Sell
5,200
-878
-14% -$44.5K 0.14% 62
2024
Q4 		$307K Sell
6,078
-269
-4% -$13.6K 0.15% 59
2024
Q3 		$325K Buy
6,347
+2
+0% +$102 0.16% 57
2024
Q2 		$319K Sell
6,345
-387
-6% -$19.4K 0.16% 58
2024
Q1 		$340K Buy
6,732
+22
+0.3% +$1.11K 0.18% 55
2023
Q4 		$339K Sell
6,710
-5,893
-47% -$295K 0.18% 56
2023
Q3 		$629K Buy
12,603
+60
+0.5% +$2.98K 0.41% 37
2023
Q2 		$624K Sell
12,543
-884
-7% -$43.9K 0.4% 39
2023
Q1 		$666K Sell
13,427
-397
-3% -$19.7K 0.47% 36
2022
Q4 		$681K Sell
13,824
-1,249
-8% -$61.4K 0.57% 38
2022
Q3 		$742K Sell
15,073
-6,469
-30% -$319K 0.75% 33
2022
Q2 		$1.06M Sell
21,542
-8,284
-28% -$409K 1% 32
2022
Q1 		$1.48M Sell
29,826
-3,201
-10% -$159K 1.13% 26
2021
Q4 		$1.65M Buy
+33,027
New +$1.65M 1.24% 22

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fortress Wealth Management's NEAR Position: Q3 2025 in Review

Fortress Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.35% in Q3 2025, buying an estimated $919 and bringing the position to 5,235 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #69.

Fortress Wealth Management first reported a position in NEAR in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2021. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Fortress Wealth Management held 5,235 shares of iShares Short Maturity Bond ETF worth $268K as of Q3 2025.
  • Fortress Wealth Management bought 18 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $919.
  • iShares Short Maturity Bond ETF made up 0.12% of Fortress Wealth Management's portfolio in Q3 2025, its #69 holding.
  • Fortress Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.65M in Q4 2021.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.