KWMG LLC
NEAR icon

KWMG LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

KWMG LLC’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 		$18M Buy
361,350
+26,361
+8% +$1.33M 1.3% 26
2026
Q2 		$17M Buy
334,989
+17,860
+6% +$906K 1.23% 28
2026
Q1 		$16.1M Buy
317,129
+15,185
+5% +$775K 1.35% 25
2025
Q4 		$15.4M Buy
301,944
+13,655
+5% +$699K 1.33% 22
2025
Q3 		$14.8M Buy
288,289
+13,343
+5% +$682K 1.3% 22
2025
Q2 		$14M Buy
274,946
+7,860
+3% +$399K 1.32% 22
2025
Q1 		$13.6M Sell
267,086
-5,869
-2% -$297K 1.38% 20
2024
Q4 		$13.8M Buy
272,955
+3,699
+1% +$188K 1.42% 20
2024
Q3 		$13.8M Buy
269,256
+10,042
+4% +$510K 1.39% 20
2024
Q2 		$13M Buy
259,214
+16,667
+7% +$836K 1.41% 20
2024
Q1 		$12.2M Buy
242,547
+7,319
+3% +$369K 1.34% 23
2023
Q4 		$11.9M Sell
235,228
-1,029
-0.4% -$51.5K 1.39% 20
2023
Q3 		$11.8M Buy
236,257
+4,981
+2% +$248K 1.48% 21
2023
Q2 		$11.5M Buy
231,276
+20,468
+10% +$1.02M 1.42% 20
2023
Q1 		$10.5M Buy
210,808
+780
+0.4% +$38.6K 1.41% 22
2022
Q4 		$10.3M Sell
210,028
-1,579
-0.7% -$77.6K 1.47% 17
2022
Q3 		$10.4M Buy
211,607
+4,312
+2% +$212K 1.6% 17
2022
Q2 		$10.2M Sell
207,295
-4,238
-2% -$209K 1.54% 19
2022
Q1 		$10.5M Buy
211,533
+5,612
+3% +$279K 1.44% 19
2021
Q4 		$10.3M Buy
205,921
+5,748
+3% +$287K 1.39% 19
2021
Q3 		$10M Buy
200,173
+2,435
+1% +$122K 1.46% 19
2021
Q2 		$9.9M Buy
197,738
+4,386
+2% +$220K 1.49% 18
2021
Q1 		$9.7M Buy
193,352
+30,347
+19% +$1.52M 1.55% 17
2020
Q4 		$8.18M Buy
163,005
+6,170
+4% +$309K 1.46% 14
2020
Q3 		$7.86M Buy
156,835
+1,912
+1% +$95.7K 1.59% 14
2020
Q2 		$7.75M Buy
154,923
+7,563
+5% +$374K 1.68% 12
2020
Q1 		$7.14M Buy
147,360
+41,601
+39% +$2.07M 1.91% 11
2019
Q4 		$5.31M Buy
105,759
+7,490
+8% +$377K 1.17% 20
2019
Q3 		$4.95M Buy
+98,269
New +$4.94M 1.19% 19

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 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
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC's NEAR Position: Q3 2026 in Review

KWMG LLC increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.9% in Q3 2026, buying an estimated $1.33M and bringing the position to 361,350 shares worth $18M. The position accounts for 1.3% of the portfolio, ranked #26.

KWMG LLC first reported a position in NEAR in Q3 2019 and has held it in 29 quarters since. 211 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • KWMG LLC held 361,350 shares of iShares Short Maturity Bond ETF worth $18M as of Q3 2026.
  • KWMG LLC bought 26,361 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1.33M.
  • iShares Short Maturity Bond ETF made up 1.3% of KWMG LLC's portfolio in Q3 2026, its #26 holding.
  • KWMG LLC first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 29 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.