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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

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

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. 404 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.
  • 404 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.