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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
Q2 		$746K Buy
14,738
+1,978
+16% +$100K 0.02% 425
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

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

Capital Analysts LLC's NEAR Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q2 2026, buying an estimated $100K and bringing the position to 14,738 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #425.

Capital Analysts LLC first reported a position in NEAR in Q1 2019 and has held it in 30 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Capital Analysts LLC held 14,738 shares of iShares Short Maturity Bond ETF worth $746K as of Q2 2026.
  • Capital Analysts LLC bought 1,978 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares Short Maturity Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #425 holding.
  • Capital Analysts LLC first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.