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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JGP Wealth Management's NEAR Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.26% in Q2 2026, buying an estimated $2.13K and bringing the position to 16,038 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #119.

JGP Wealth Management first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

JGP Wealth Management held 16,038 shares of iShares Short Maturity Bond ETF worth $812K as of Q2 2026.
JGP Wealth Management bought 42 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.13K.
iShares Short Maturity Bond ETF made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #119 holding.
JGP Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
JGP Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.08M in Q1 2025.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.