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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
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WJ Wealth Management's NEAR Position: Q2 2026 in Review

WJ Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.9% in Q2 2026, buying an estimated $82.9K and bringing the position to 87,652 shares worth $4.44M. The position accounts for 1.75% of the portfolio, ranked #21.

WJ Wealth Management first reported a position in NEAR in Q4 2019 and has held it in 16 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • WJ Wealth Management held 87,652 shares of iShares Short Maturity Bond ETF worth $4.44M as of Q2 2026.
  • WJ Wealth Management bought 1,634 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $82.9K.
  • iShares Short Maturity Bond ETF made up 1.75% of WJ Wealth Management's portfolio in Q2 2026, its #21 holding.
  • WJ Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.