WWM
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Western Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Western Wealth 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 		$271K Buy
5,335
+110
+2% +$5.62K 0.01% 832
2025
Q4 		$267K Sell
5,225
-37
-0.7% -$1.89K 0.01% 697
2025
Q3 		$270K Buy
5,262
+35
+0.7% +$1.79K 0.01% 633
2025
Q2 		$267K Buy
5,227
+751
+17% +$38.1K 0.02% 591
2025
Q1 		$228K Buy
4,476
+19
+0.4% +$963 0.02% 612
2024
Q4 		$225K Buy
4,457
+25
+0.6% +$1.27K 0.01% 608
2024
Q3 		$227K Sell
4,432
-168
-4% -$8.54K 0.01% 682
2024
Q2 		$232K Buy
4,600
+102
+2% +$5.12K 0.02% 585
2024
Q1 		$227K Buy
+4,498
New +$227K 0.02% 588
2022
Q4 		– Sell
-5,621
Closed -$277K – 736
2022
Q3 		$277K Sell
5,621
-187
-3% -$9.21K 0.02% 655
2022
Q2 		$287K Sell
5,808
-5,721
-50% -$283K 0.02% 631
2022
Q1 		$571K Buy
11,529
+6,106
+113% +$304K 0.03% 492
2021
Q4 		$270K Buy
+5,423
New +$271K 0.03% 507
2021
Q2 		$332K Buy
6,611
+1,036
+19% +$52K 0.03% 462
2021
Q1 		$280K Sell
5,575
-126
-2% -$6.33K 0.04% 417
2020
Q4 		$286K Sell
5,701
-2,820
-33% -$141K 0.04% 367
2020
Q3 		$427K Buy
8,521
+1,403
+20% +$70.3K 0.07% 268
2020
Q2 		$356K Buy
7,118
+236
+3% +$11.7K 0.06% 281
2020
Q1 		$333K Buy
6,882
+2,366
+52% +$118K 0.08% 248
2019
Q4 		$227K Sell
4,516
-2,423
-35% -$122K 0.03% 362
2019
Q3 		$348K Buy
6,939
+1,313
+23% +$66K 0.07% 263
2019
Q2 		$282K Sell
5,626
-510
-8% -$25.6K 0.04% 316
2019
Q1 		$307K Sell
6,136
-2,862
-32% -$143K 0.07% 283
2018
Q4 		$446K Buy
+8,998
New +$450K 0.12% 189

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

Western Wealth Management's NEAR Position: Q1 2026 in Review

Western Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.1% in Q1 2026, buying an estimated $5.62K and bringing the position to 5,335 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #832.

Western Wealth Management first reported a position in NEAR in Q4 2018 and has held it in 24 quarters since. The position peaked at $571K in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Western Wealth Management held 5,335 shares of iShares Short Maturity Bond ETF worth $271K as of Q1 2026.
  • Western Wealth Management bought 110 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.62K.
  • iShares Short Maturity Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #832 holding.
  • Western Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Western Wealth Management's iShares Short Maturity Bond ETF position peaked at $571K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.