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Capital Advisors Ltd’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital Advisors Ltd’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 		$1.09M Sell
21,509
-1,161
-5% -$58.9K 0.11% 123
2026
Q1 		$1.15M Buy
22,670
+18
+0.1% +$919 0.13% 107
2025
Q4 		$1.16M Buy
22,652
+42
+0.2% +$2.15K 0.13% 105
2025
Q3 		$1.16M Sell
22,610
-1,615
-7% -$82.5K 0.13% 99
2025
Q2 		$1.24M Buy
24,225
+20
+0.1% +$1.02K 0.15% 86
2025
Q1 		$1.23M Hold
24,205
– – 0.16% 81
2024
Q4 		$1.22M Hold
24,205
– – 0.15% 84
2024
Q3 		$1.24M Sell
24,205
-782
-3% -$39.7K 0.15% 82
2024
Q2 		$1.26M Sell
24,987
-1,700
-6% -$85.3K 0.16% 81
2024
Q1 		$1.35M Sell
26,687
-2,000
-7% -$101K 0.18% 76
2023
Q4 		$1.45M Sell
28,687
-6,539
-19% -$327K 0.2% 71
2023
Q3 		$1.76M Sell
35,226
-500
-1% -$24.9K 0.27% 58
2023
Q2 		$1.78M Sell
35,726
-1,549
-4% -$76.8K 0.27% 61
2023
Q1 		$1.85M Buy
37,275
+9,092
+32% +$450K 0.3% 54
2022
Q4 		$1.39M Buy
28,183
+11
+0% +$541 0.24% 69
2022
Q3 		$1.39M Buy
28,172
+4,910
+21% +$242K 0.27% 62
2022
Q2 		$1.15M Buy
23,262
+4,494
+24% +$222K 0.21% 74
2022
Q1 		$930K Buy
18,768
+1
+0% +$50 0.15% 85
2021
Q4 		$937K Buy
18,767
+14,620
+353% +$731K 0.15% 84
2021
Q3 		$208K Buy
4,147
+2
+0% +$100 0.04% 212
2021
Q2 		$208K Buy
4,145
+2
+0% +$100 0.04% 199
2021
Q1 		$208K Sell
4,143
-2,749
-40% -$138K 0.04% 174
2020
Q4 		$346K Sell
6,892
-5,090
-42% -$255K 0.08% 120
2020
Q3 		$600K Buy
11,982
+3
+0% +$150 0.15% 82
2020
Q2 		$599K Buy
11,979
+5
+0% +$247 0.16% 83
2020
Q1 		$581K Buy
11,974
+2,335
+24% +$116K 0.18% 78
2019
Q4 		$484K Sell
9,639
-5,382
-36% -$271K 0.12% 89
2019
Q3 		$756K Hold
15,021
– – 0.21% 72
2019
Q2 		$756K Sell
15,021
-2,600
-15% -$131K 0.21% 66
2019
Q1 		$885K Buy
17,621
+3,322
+23% +$166K 0.24% 61
2018
Q4 		$713K Buy
14,299
+1,500
+12% +$75K 0.21% 75
2018
Q3 		$642K Hold
12,799
– – 0.18% 79
2018
Q2 		$642K Hold
12,799
– – 0.2% 74
2018
Q1 		$642K Sell
12,799
-2,495
-16% -$125K 0.21% 73
2017
Q4 		$767K Sell
15,294
-7,585
-33% -$381K 0.25% 59
2017
Q3 		$1.15M Sell
22,879
-441
-2% -$22.2K 0.4% 40
2017
Q2 		$1.17M Buy
23,320
+4,040
+21% +$203K 0.43% 40
2017
Q1 		$969K Buy
19,280
+7,820
+68% +$393K 0.37% 40
2016
Q4 		$575K Buy
+11,460
New +$575K 0.24% 62

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Capital Advisors Ltd's NEAR Position: Q2 2026 in Review

Capital Advisors Ltd reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.1% in Q2 2026, selling an estimated $58.9K and leaving 21,509 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #123.

Capital Advisors Ltd first reported a position in NEAR in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.85M in Q1 2023. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Capital Advisors Ltd held 21,509 shares of iShares Short Maturity Bond ETF worth $1.09M as of Q2 2026.
  • Capital Advisors Ltd sold 1,161 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $58.9K.
  • iShares Short Maturity Bond ETF made up 0.11% of Capital Advisors Ltd's portfolio in Q2 2026, its #123 holding.
  • Capital Advisors Ltd first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Advisors Ltd's iShares Short Maturity Bond ETF position peaked at $1.85M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.