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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
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 		$9.92M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWMG LLC's NEAR Position: Q2 2026 in Review

KWMG LLC increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.6% in Q2 2026, buying an estimated $906K and bringing the position to 334,989 shares worth $17M. The position accounts for 1.23% of the portfolio, ranked #28.

KWMG LLC first reported a position in NEAR in Q3 2019 and has held it in 28 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • KWMG LLC held 334,989 shares of iShares Short Maturity Bond ETF worth $17M as of Q2 2026.
  • KWMG LLC bought 17,860 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares Short Maturity Bond ETF made up 1.23% of KWMG LLC's portfolio in Q2 2026, its #28 holding.
  • KWMG LLC first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.