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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
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

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

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

WJ Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 631% in Q1 2026, buying an estimated $3.79M and bringing the position to 86,018 shares worth $4.37M. The position accounts for 2.05% of the portfolio, ranked #18.

WJ Wealth Management first reported a position in NEAR in Q4 2019 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • WJ Wealth Management held 86,018 shares of iShares Short Maturity Bond ETF worth $4.37M as of Q1 2026.
  • WJ Wealth Management bought 74,243 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.79M.
  • iShares Short Maturity Bond ETF made up 2.05% of WJ Wealth Management's portfolio in Q1 2026, its #18 holding.
  • WJ Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

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