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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
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 +$9.88K ﹤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

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

CoreCap Advisors's NEAR Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 14% in Q2 2026, selling an estimated $43.5K and leaving 5,481 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #732.

CoreCap Advisors first reported a position in NEAR in Q4 2021 and has held it in 13 quarters since. The position peaked at $423K in Q4 2025. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • CoreCap Advisors held 5,481 shares of iShares Short Maturity Bond ETF worth $278K as of Q2 2026.
  • CoreCap Advisors sold 857 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $43.5K.
  • iShares Short Maturity Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #732 holding.
  • CoreCap Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares Short Maturity Bond ETF position peaked at $423K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.