JGP Wealth Management
NEAR icon

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

JGP 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 		$786K Sell
15,771
-267
-2% -$13.4K 0.07% 123
2026
Q2 		$812K Buy
16,038
+42
+0.3% +$2.13K 0.07% 119
2026
Q1 		$813K Buy
15,996
+5,533
+53% +$283K 0.08% 119
2025
Q4 		$535K Buy
10,463
+60
+0.6% +$3.07K 0.06% 144
2025
Q3 		$532K Buy
10,403
+41
+0.4% +$2.09K 0.06% 137
2025
Q2 		$529K Sell
10,362
-10,857
-51% -$551K 0.06% 128
2025
Q1 		$1.08M Buy
21,219
+30
+0.1% +$1.52K 0.14% 88
2024
Q4 		$1.07M Buy
21,189
+6,639
+46% +$337K 0.14% 91
2024
Q3 		$746K Buy
14,550
+52
+0.4% +$2.64K 0.1% 110
2024
Q2 		$730K Buy
+14,498
New +$727K 0.1% 103

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

JGP Wealth Management's NEAR Position: Q3 2026 in Review

JGP Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.7% in Q3 2026, selling an estimated $13.4K and leaving 15,771 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #123.

JGP Wealth Management first reported a position in NEAR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2025. 329 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • JGP Wealth Management held 15,771 shares of iShares Short Maturity Bond ETF worth $786K as of Q3 2026.
  • JGP Wealth Management sold 267 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $13.4K.
  • iShares Short Maturity Bond ETF made up 0.07% of JGP Wealth Management's portfolio in Q3 2026, its #123 holding.
  • JGP Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • JGP Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.08M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.