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 Q2	$155K	Sell	3,051 -47	-2%	-$2.38K	0.01%	748
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Investment Advisory Services's NEAR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.5% in Q2 2026, selling an estimated $2.38K and leaving 3,051 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #748.

Capital Investment Advisory Services first reported a position in NEAR in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.25M in Q1 2020. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Capital Investment Advisory Services held 3,051 shares of iShares Short Maturity Bond ETF worth $155K as of Q2 2026.
Capital Investment Advisory Services sold 47 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.38K.
iShares Short Maturity Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #748 holding.
Capital Investment Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2020.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.