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 Q2	–	Sell	-337,510	Closed	-$17.2M	–	278
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

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

MBM Wealth Consultants's NEAR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 337,510 shares — an estimated $17.2M sold.

MBM Wealth Consultants first reported a position in NEAR in Q3 2024 and held it in 7 quarters. The position peaked at $17.2M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

MBM Wealth Consultants reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 337,510 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $17.2M.
MBM Wealth Consultants first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and held it in 7 quarters.
MBM Wealth Consultants's iShares Short Maturity Bond ETF position peaked at $17.2M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.