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RWA Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RWA Wealth Partners’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 		$481K Buy
9,458
+64
+0.7% +$3.27K 0.01% 459
2025
Q4 		$480K Buy
9,394
+147
+2% +$7.53K 0.01% 447
2025
Q3 		$474K Buy
9,247
+98
+1% +$5.01K 0.01% 452
2025
Q2 		$467K Buy
9,149
+106
+1% +$5.38K 0.01% 438
2025
Q1 		$460K Buy
9,043
+66
+0.7% +$3.34K 0.01% 414
2024
Q4 		$453K Buy
8,977
+153
+2% +$7.76K 0.01% 420
2024
Q3 		$452K Buy
8,824
+112
+1% +$5.69K 0.01% 414
2024
Q2 		$438K Buy
8,712
+104
+1% +$5.22K 0.01% 406
2024
Q1 		$434K Buy
8,608
+69
+0.8% +$3.48K 0.01% 409
2023
Q4 		$431K Sell
8,539
-1,881
-18% -$94.1K 0.01% 394
2023
Q3 		$520K Buy
+10,420
New +$518K 0.01% 258

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

RWA Wealth Partners's NEAR Position: Q1 2026 in Review

RWA Wealth Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.68% in Q1 2026, buying an estimated $3.27K and bringing the position to 9,458 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #459.

RWA Wealth Partners first reported a position in NEAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $520K in Q3 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • RWA Wealth Partners held 9,458 shares of iShares Short Maturity Bond ETF worth $481K as of Q1 2026.
  • RWA Wealth Partners bought 64 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.27K.
  • iShares Short Maturity Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #459 holding.
  • RWA Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • RWA Wealth Partners's iShares Short Maturity Bond ETF position peaked at $520K in Q3 2023.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.