LGWM
NEAR icon

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

Litman Gregory 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
Q2 		– Sell
-11,614
Closed -$591K – 142
2025
Q1 		$591K Buy
+11,614
New +$588K 0.05% 81
2024
Q1 		– Sell
-8,295
Closed -$419K – 133
2023
Q4 		$419K Sell
8,295
-4,300
-34% -$215K 0.04% 90
2023
Q3 		$628K Buy
+12,595
New +$627K 0.06% 79

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Litman Gregory Wealth Management's NEAR Position: Q2 2025 in Review

Litman Gregory Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 11,614 shares — an estimated $591K sold.

Litman Gregory Wealth Management first reported a position in NEAR in Q3 2023 and held it in 3 quarters. The position peaked at $628K in Q3 2023. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Litman Gregory Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 11,614 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $591K.
  • Litman Gregory Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 3 quarters.
  • Litman Gregory Wealth Management's iShares Short Maturity Bond ETF position peaked at $628K in Q3 2023.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.