WJ Wealth Management
NEAR icon

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

WJ 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
Q3 		$3.38M Sell
67,804
-19,848
-23% -$1000K 1.38% 20
2026
Q2 		$4.44M Buy
87,652
+1,634
+2% +$82.9K 1.75% 21
2026
Q1 		$4.37M Buy
86,018
+74,243
+631% +$3.79M 2.05% 18
2025
Q4 		$602K Hold
11,775
– – 0.26% 48
2025
Q3 		$604K Sell
11,775
-11,775
-50% -$601K 0.27% 46
2025
Q2 		$1.2M Buy
23,550
+4,000
+20% +$203K 0.38% 43
2025
Q1 		$995K Hold
19,550
– – 0.35% 42
2024
Q4 		$987K Sell
19,550
-600
-3% -$30.4K 0.34% 41
2024
Q3 		$1.03M Sell
20,150
-7,300
-27% -$371K 0.36% 37
2024
Q2 		$1.38M Sell
27,450
-500
-2% -$25.1K 0.5% 35
2024
Q1 		$1.41M Sell
27,950
-1,300
-4% -$65.6K 0.56% 38
2023
Q4 		$1.48M Sell
29,250
-300
-1% -$15K 0.64% 34
2023
Q3 		$1.47M Sell
29,550
-6,300
-18% -$313K 0.72% 29
2023
Q2 		$1.78M Buy
35,850
+30,425
+561% +$1.51M 0.84% 27
2023
Q1 		$269K Buy
5,425
+575
+12% +$28.5K 0.18% 46
2022
Q4 		$239K Buy
+4,850
New +$238K 0.14% 50
2020
Q1 		– Sell
-5,675
Closed -$285K – 30
2019
Q4 		$285K Buy
+5,675
New +$285K 0.72% 31

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WJ Wealth Management's NEAR Position: Q3 2026 in Review

WJ Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 23% in Q3 2026, selling an estimated $1000K and leaving 67,804 shares worth $3.38M. The position accounts for 1.38% of the portfolio, ranked #20.

WJ Wealth Management first reported a position in NEAR in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.44M in Q2 2026. 291 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • WJ Wealth Management held 67,804 shares of iShares Short Maturity Bond ETF worth $3.38M as of Q3 2026.
  • WJ Wealth Management sold 19,848 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1000K.
  • iShares Short Maturity Bond ETF made up 1.38% of WJ Wealth Management's portfolio in Q3 2026, its #20 holding.
  • WJ Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • WJ Wealth Management's iShares Short Maturity Bond ETF position peaked at $4.44M in Q2 2026.
  • 291 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.