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MBM Wealth Consultants’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MBM Wealth Consultants’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
Q1 		$17.2M Buy
337,510
+43,353
+15% +$2.21M 3.94% 10
2025
Q4 		$15M Buy
294,157
+13,985
+5% +$716K 3.57% 10
2025
Q3 		$14.4M Buy
280,172
+40,665
+17% +$2.08M 3.57% 9
2025
Q2 		$12.2M Buy
239,507
+8,025
+3% +$408K 3.28% 11
2025
Q1 		$11.8M Buy
231,482
+15,044
+7% +$762K 3.48% 11
2024
Q4 		$10.9M Buy
216,438
+40,963
+23% +$2.08M 3.25% 11
2024
Q3 		$8.99M Buy
+175,475
New +$8.92M 2.84% 11

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MBM Wealth Consultants's NEAR Position: Q1 2026 in Review

MBM Wealth Consultants increased its iShares Short Maturity Bond ETF (NEAR) stake by 15% in Q1 2026, buying an estimated $2.21M and bringing the position to 337,510 shares worth $17.2M. The position accounts for 3.94% of the portfolio, ranked #10.

MBM Wealth Consultants first reported a position in NEAR in Q3 2024 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • MBM Wealth Consultants held 337,510 shares of iShares Short Maturity Bond ETF worth $17.2M as of Q1 2026.
  • MBM Wealth Consultants bought 43,353 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.21M.
  • iShares Short Maturity Bond ETF made up 3.94% of MBM Wealth Consultants's portfolio in Q1 2026, its #10 holding.
  • MBM Wealth Consultants first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.