Capital Advisory Group Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-12,475	Closed	-$637K	–	106
2025 Q4	$637K	Hold	12,475	–	–	0.19%	95
2025 Q3	$640K	Hold	12,475	–	–	0.2%	99
2025 Q2	$637K	Hold	12,475	–	–	0.23%	91
2025 Q1	$635K	Hold	12,475	–	–	0.24%	90
2024 Q4	$630K	Hold	12,475	–	–	0.23%	96
2024 Q3	$639K	Sell	12,475 -400	-3%	-$20.3K	0.25%	87
2024 Q2	$648K	Buy	12,875 +5,292	+70%	+$265K	0.28%	81
2024 Q1	$383K	Buy	7,583 +282	+4%	+$14.2K	0.18%	107
2023 Q4	$369K	Buy	7,301 +101	+1%	+$5.05K	0.2%	99
2023 Q3	$359K	Buy	+7,200	New	+$358K	0.2%	104
2023 Q2	–	Sell	-5,700	Closed	-$283K	–	124
2023 Q1	$283K	Buy	+5,700	New	+$282K	0.17%	121

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Advisory Group Advisory Services's NEAR Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 12,475 shares — an estimated $637K sold.

Capital Advisory Group Advisory Services first reported a position in NEAR in Q1 2023 and held it in 11 quarters. The position peaked at $648K in Q2 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 12,475 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $637K.
Capital Advisory Group Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 11 quarters.
Capital Advisory Group Advisory Services's iShares Short Maturity Bond ETF position peaked at $648K in Q2 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.