WealthPlan Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WealthPlan Investment Management’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	$1.44M	Sell	28,447 -1,404	-5%	-$71.2K	0.07%	194
2026 Q1	$1.52M	Buy	29,851 +662	+2%	+$33.8K	0.08%	181
2025 Q4	$1.49M	Buy	29,189 +355	+1%	+$18.2K	0.1%	165
2025 Q3	$1.48M	Sell	28,834 -1,490	-5%	-$76.1K	0.1%	153
2025 Q2	$1.55M	Buy	30,324 +189	+0.6%	+$9.6K	0.11%	146
2025 Q1	$1.53M	Sell	30,135 -1,958	-6%	-$99.2K	0.15%	112
2024 Q4	$1.62M	Sell	32,093 -979	-3%	-$49.6K	0.16%	110
2024 Q3	$1.69M	Buy	+33,072	New	+$1.68M	0.17%	105
2023 Q1	–	Sell	-42,043	Closed	-$2.08M	–	524
2022 Q4	$2.08M	Sell	42,043 -1,111	-3%	-$54.6K	0.15%	118
2022 Q3	$2.13M	Buy	+43,154	New	+$2.13M	0.16%	110
2022 Q1	$2.25M	Buy	+45,389	New	+$2.26M	0.16%	115

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

WealthPlan Investment Management's NEAR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.7% in Q2 2026, selling an estimated $71.2K and leaving 28,447 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #194.

WealthPlan Investment Management first reported a position in NEAR in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2022. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

WealthPlan Investment Management held 28,447 shares of iShares Short Maturity Bond ETF worth $1.44M as of Q2 2026.
WealthPlan Investment Management sold 1,404 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $71.2K.
iShares Short Maturity Bond ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #194 holding.
WealthPlan Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2022.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.