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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
Q2 		$484K Buy
9,560
+102
+1% +$5.17K ﹤0.01% 475
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWA Wealth Partners's NEAR Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.1% in Q2 2026, buying an estimated $5.17K and bringing the position to 9,560 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

RWA Wealth Partners first reported a position in NEAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $520K in Q3 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • RWA Wealth Partners held 9,560 shares of iShares Short Maturity Bond ETF worth $484K as of Q2 2026.
  • RWA Wealth Partners bought 102 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.17K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #475 holding.
  • RWA Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • RWA Wealth Partners's iShares Short Maturity Bond ETF position peaked at $520K in Q3 2023.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.