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Capital Analysts LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital Analysts LLC’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 		$648K Sell
12,760
-369
-3% -$18.8K 0.02% 402
2025
Q4 		$671K Buy
13,129
+311
+2% +$15.9K 0.02% 382
2025
Q3 		$657K Sell
12,818
-80
-0.6% -$4.09K 0.02% 377
2025
Q2 		$659K Sell
12,898
-418
-3% -$21.2K 0.02% 344
2025
Q1 		$677K Sell
13,316
-216
-2% -$10.9K 0.03% 320
2024
Q4 		$683K Buy
13,532
+13,446
+15,635% +$682K 0.03% 293
2024
Q3 		$4K Buy
86
+1
+1% +$51 ﹤0.01% 1155
2024
Q2 		$4K Buy
85
+1
+1% +$50 ﹤0.01% 1059
2024
Q1 		$4K Buy
84
+1
+1% +$50 ﹤0.01% 1001
2023
Q4 		$4K Buy
83
+2
+2% +$100 ﹤0.01% 977
2023
Q3 		$4K Hold
81
– – ﹤0.01% 998
2023
Q2 		$4K Buy
81
+1
+1% +$50 ﹤0.01% 907
2023
Q1 		$4K Buy
80
+1
+1% +$50 ﹤0.01% 885
2022
Q4 		$4K Sell
79
-724
-90% -$35.6K ﹤0.01% 937
2022
Q3 		$40K Hold
803
– – ﹤0.01% 610
2022
Q2 		$40K Buy
803
+725
+929% +$35.8K ﹤0.01% 598
2022
Q1 		$4K Hold
78
– – ﹤0.01% 844
2021
Q4 		$4K Hold
78
– – ﹤0.01% 908
2021
Q3 		$4K Sell
78
-5
-6% -$251 ﹤0.01% 881
2021
Q2 		$4K Sell
83
-2
-2% -$100 ﹤0.01% 837
2021
Q1 		$4K Sell
85
-5
-6% -$251 ﹤0.01% 895
2020
Q4 		$5K Sell
90
-9
-9% -$451 ﹤0.01% 629
2020
Q3 		$5K Hold
99
– – ﹤0.01% 653
2020
Q2 		$5K Buy
99
+1
+1% +$49 ﹤0.01% 609
2020
Q1 		$5K Sell
98
-49
-33% -$2.44K ﹤0.01% 586
2019
Q4 		$7K Sell
147
-15
-9% -$754 ﹤0.01% 591
2019
Q3 		$8K Buy
162
+1
+0.6% +$50 ﹤0.01% 565
2019
Q2 		$8K Buy
161
+1
+0.6% +$50 ﹤0.01% 551
2019
Q1 		$8K Buy
+160
New +$8.01K ﹤0.01% 528

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Capital Analysts LLC's NEAR Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.8% in Q1 2026, selling an estimated $18.8K and leaving 12,760 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #402.

Capital Analysts LLC first reported a position in NEAR in Q1 2019 and has held it in 29 quarters since. The position peaked at $683K in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Capital Analysts LLC held 12,760 shares of iShares Short Maturity Bond ETF worth $648K as of Q1 2026.
  • Capital Analysts LLC sold 369 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $18.8K.
  • iShares Short Maturity Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #402 holding.
  • Capital Analysts LLC first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Capital Analysts LLC's iShares Short Maturity Bond ETF position peaked at $683K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.