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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthPlan Investment Management's NEAR Position: Q1 2026 in Review

WealthPlan Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.3% in Q1 2026, buying an estimated $33.8K and bringing the position to 29,851 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #181.

WealthPlan Investment Management first reported a position in NEAR in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.25M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

WealthPlan Investment Management held 29,851 shares of iShares Short Maturity Bond ETF worth $1.52M as of Q1 2026.
WealthPlan Investment Management bought 662 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $33.8K.
iShares Short Maturity Bond ETF made up 0.08% of WealthPlan Investment Management's portfolio in Q1 2026, its #181 holding.
WealthPlan Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.