CoreCap Advisors
NEAR icon

CoreCap Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CoreCap Advisors’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
Q3 		$281K Buy
5,627
+146
+3% +$7.36K 0.01% 727
2026
Q2 		$278K Sell
5,481
-857
-14% -$43.5K 0.01% 732
2026
Q1 		$322K Sell
6,338
-1,943
-23% -$99.2K 0.01% 630
2025
Q4 		$423K Buy
8,281
+315
+4% +$16.1K 0.01% 552
2025
Q3 		$408K Buy
7,966
+4,965
+165% +$254K 0.01% 572
2025
Q2 		$153K Buy
3,001
+978
+48% +$49.7K 0.01% 840
2025
Q1 		$103K Buy
2,023
+2,008
+13,387% +$102K ﹤0.01% 898
2024
Q4 		$758 Sell
15
-841
-98% -$42.6K ﹤0.01% 2425
2024
Q3 		$43.9K Hold
856
– – ﹤0.01% 1243
2024
Q2 		$43.1K Sell
856
-147
-15% -$7.37K ﹤0.01% 700
2024
Q1 		$50.6K Buy
+1,003
New +$50.6K ﹤0.01% 1102
2022
Q4 		$9.9K Buy
+201
New +$9.9K ﹤0.01% 1547
2022
Q3 		– Sell
-549
Closed -$27K – 1511
2022
Q2 		$27K Buy
+549
New +$27.1K ﹤0.01% 1139
2022
Q1 		– Sell
-843
Closed -$42K – 1499
2021
Q4 		$42K Buy
+843
New +$42.2K ﹤0.01% 1059

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

CoreCap Advisors's NEAR Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.7% in Q3 2026, buying an estimated $7.36K and bringing the position to 5,627 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #727.

CoreCap Advisors first reported a position in NEAR in Q4 2021 and has held it in 14 quarters since. The position peaked at $423K in Q4 2025. 114 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • CoreCap Advisors held 5,627 shares of iShares Short Maturity Bond ETF worth $281K as of Q3 2026.
  • CoreCap Advisors bought 146 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $7.36K.
  • iShares Short Maturity Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #727 holding.
  • CoreCap Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares Short Maturity Bond ETF position peaked at $423K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.