BCMIO
NEAR icon

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
Q2 		$664K Sell
13,098
-107
-0.8% -$5.42K 0.04% 53
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

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

Beacon Capital Management Inc (Ohio)'s NEAR Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.81% in Q2 2026, selling an estimated $5.42K and leaving 13,098 shares worth $664K. 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 4 quarters since. The position peaked at $2.2M in Q3 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 13,098 shares of iShares Short Maturity Bond ETF worth $664K as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) sold 107 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.42K.
  • iShares Short Maturity Bond ETF made up 0.04% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 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 4 quarters since.
  • Beacon Capital Management Inc (Ohio)'s iShares Short Maturity Bond ETF position peaked at $2.2M in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.