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

Capital Investment 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 		$157K Sell
3,098
-32
-1% -$1.63K 0.01% 669
2025
Q4 		$160K Sell
3,130
-48
-2% -$2.46K 0.01% 643
2025
Q3 		$163K Buy
3,178
+220
+7% +$11.2K 0.01% 608
2025
Q2 		$151K Sell
2,958
-56
-2% -$2.84K 0.01% 595
2025
Q1 		$153K Hold
3,014
– – 0.01% 564
2024
Q4 		$152K Hold
3,014
– – 0.01% 514
2024
Q3 		$154K Sell
3,014
-1,715
-36% -$87.2K 0.01% 535
2024
Q2 		$238K Sell
4,729
-1,740
-27% -$87.3K 0.02% 452
2024
Q1 		$326K Hold
6,469
– – 0.04% 376
2023
Q4 		$327K Sell
6,469
-2,057
-24% -$103K 0.03% 384
2023
Q3 		$425K Buy
8,526
+26
+0.3% +$1.29K 0.04% 308
2023
Q2 		$423K Sell
8,500
-1,528
-15% -$75.8K 0.04% 300
2023
Q1 		$497K Buy
10,028
+1
+0% +$50 0.06% 260
2022
Q4 		$494K Sell
10,027
-2,160
-18% -$106K 0.06% 270
2022
Q3 		$600K Sell
12,187
-212
-2% -$10.4K 0.08% 218
2022
Q2 		$611K Buy
12,399
+1
+0% +$49 0.07% 225
2022
Q1 		$615K Sell
12,398
-3,985
-24% -$198K 0.07% 247
2021
Q4 		$818K Buy
16,383
+20
+0.1% +$1K 0.1% 201
2021
Q3 		$820K Sell
16,363
-5,782
-26% -$290K 0.1% 185
2021
Q2 		$1.11M Sell
22,145
-5,156
-19% -$259K 0.14% 143
2021
Q1 		$1.37M Sell
27,301
-6,587
-19% -$331K 0.19% 113
2020
Q4 		$1.7M Sell
33,888
-691
-2% -$34.6K 0.25% 92
2020
Q3 		$1.73M Buy
34,579
+101
+0.3% +$5.06K 0.33% 72
2020
Q2 		$1.72M Sell
34,478
-11,962
-26% -$591K 0.35% 72
2020
Q1 		$2.25M Buy
46,440
+42,818
+1,182% +$2.13M 0.55% 32
2019
Q4 		$182K Buy
3,622
+852
+31% +$42.8K 0.05% 302
2019
Q3 		$139K Sell
2,770
-610
-18% -$30.7K 0.04% 322
2019
Q2 		$170K Sell
3,380
-462
-12% -$23.2K 0.05% 299
2019
Q1 		$193K Sell
3,842
-541
-12% -$27.1K 0.07% 227
2018
Q4 		$219K Buy
+4,383
New +$219K 0.09% 188

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 Investment Advisory Services's NEAR Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1% in Q1 2026, selling an estimated $1.63K and leaving 3,098 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #669.

Capital Investment Advisory Services first reported a position in NEAR in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.25M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Capital Investment Advisory Services held 3,098 shares of iShares Short Maturity Bond ETF worth $157K as of Q1 2026.
  • Capital Investment Advisory Services sold 32 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.63K.
  • iShares Short Maturity Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #669 holding.
  • Capital Investment Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.