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Beacon Capital Management Inc (Ohio)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$671K Sell
13,205
-13,764
-51% -$703K 0.04% 53
2025
Q4 		$1.38M Sell
26,969
-15,872
-37% -$813K 0.07% 48
2025
Q3 		$2.2M Buy
+42,841
New +$2.19M 0.1% 45

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Wells Fargo
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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

Beacon Capital Management Inc (Ohio)'s NEAR Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 51% in Q1 2026, selling an estimated $703K and leaving 13,205 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #53.

Beacon Capital Management Inc (Ohio) first reported a position in NEAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 13,205 shares of iShares Short Maturity Bond ETF worth $671K as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) sold 13,764 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $703K.
  • iShares Short Maturity Bond ETF made up 0.04% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #53 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Capital Management Inc (Ohio)'s iShares Short Maturity Bond ETF position peaked at $2.2M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.