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Capstone Triton Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-7,520
Closed -$383K – 115
2026
Q1 		$383K Buy
+7,520
New +$384K 0.67% 32
2025
Q3 		– Sell
-3,935
Closed -$201K – 92
2025
Q2 		$201K Buy
+3,935
New +$200K 0.15% 86
2024
Q4 		– Sell
-3,966
Closed -$203K – 111
2024
Q3 		$203K Buy
+3,966
New +$202K 0.13% 105
2024
Q2 		– Sell
-4,007
Closed -$202K – 101
2024
Q1 		$202K Sell
4,007
-129
-3% -$6.51K 0.14% 98
2023
Q4 		$209K Hold
4,136
– – 0.15% 102
2023
Q3 		$206K Hold
4,136
– – 0.15% 100
2023
Q2 		$206K Sell
4,136
-16
-0.4% -$794 0.14% 102
2023
Q1 		$206K Sell
4,152
-211
-5% -$10.4K 0.15% 97
2022
Q4 		$215K Sell
4,363
-1,250
-22% -$61.5K 0.17% 93
2022
Q3 		$276K Sell
5,613
-436
-7% -$21.5K 0.24% 80
2022
Q2 		$298K Sell
6,049
-15
-0.2% -$741 0.23% 82
2022
Q1 		$300K Buy
6,064
+767
+14% +$38.2K 0.21% 85
2021
Q4 		$265K Buy
5,297
+95
+2% +$4.75K 0.53% 64
2021
Q3 		$260K Sell
5,202
-503
-9% -$25.2K 0.16% 101
2021
Q2 		$286K Buy
5,705
+135
+2% +$6.77K 0.18% 96
2021
Q1 		$280K Hold
5,570
– – 0.19% 91
2020
Q4 		$279K Buy
+5,570
New +$279K 0.17% 88

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

Capstone Triton Financial Group's NEAR Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 7,520 shares — an estimated $383K sold.

Capstone Triton Financial Group first reported a position in NEAR in Q4 2020 and held it in 17 quarters. The position peaked at $383K in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Capstone Triton Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 7,520 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $383K.
  • Capstone Triton Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 17 quarters.
  • Capstone Triton Financial Group's iShares Short Maturity Bond ETF position peaked at $383K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.