RWB
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RMR Wealth Builders’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RMR Wealth Builders’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 		– Sell
-15,550
Closed -$795K – 285
2025
Q4 		$795K Sell
15,550
-400
-3% -$20.5K 0.06% 131
2025
Q3 		$818K Sell
15,950
-18,523
-54% -$946K 0.07% 129
2025
Q2 		$1.76M Buy
+34,473
New +$1.75M 0.16% 84

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

RMR Wealth Builders's NEAR Position: Q1 2026 in Review

RMR Wealth Builders sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 15,550 shares — an estimated $795K sold.

RMR Wealth Builders first reported a position in NEAR in Q2 2025 and held it in 3 quarters. The position peaked at $1.76M in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • RMR Wealth Builders reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 15,550 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $795K.
  • RMR Wealth Builders first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and held it in 3 quarters.
  • RMR Wealth Builders's iShares Short Maturity Bond ETF position peaked at $1.76M in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.