Davidson Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Davidson Capital Management’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	$28.4K	Hold	561	–	–	﹤0.01%	87
2026 Q1	$28.5K	Sell	561 -524	-48%	-$26.8K	0.01%	87
2025 Q4	$55.4K	Hold	1,085	–	–	0.01%	67
2025 Q3	$55.6K	Sell	1,085 -619	-36%	-$31.6K	0.01%	62
2025 Q2	$87.1K	Buy	1,704 +817	+92%	+$41.5K	0.02%	61
2025 Q1	$45.1K	Sell	887 -6,239	-88%	-$316K	0.01%	62
2024 Q4	$360K	Sell	7,126 -31	-0.4%	-$1.57K	0.09%	50
2024 Q3	$367K	Sell	7,157 -2,869	-29%	-$146K	0.11%	49
2024 Q2	$505K	Hold	10,026	–	–	0.16%	48
2024 Q1	$506K	Hold	10,026	–	–	0.16%	48
2023 Q4	$507K	Sell	10,026 -4,752	-32%	-$238K	0.18%	48
2023 Q3	$737K	Sell	14,778 -2,508	-15%	-$125K	0.37%	46
2023 Q2	$859K	Sell	17,286 -643	-4%	-$31.9K	0.43%	49
2023 Q1	$889K	Buy	+17,929	New	+$888K	0.54%	47

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

Davidson Capital Management's NEAR Position: Q2 2026 in Review

Davidson Capital Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 561 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #87.

Davidson Capital Management first reported a position in NEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $889K in Q1 2023. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Davidson Capital Management held 561 shares of iShares Short Maturity Bond ETF worth $28.4K as of Q2 2026.
Davidson Capital Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Davidson Capital Management's portfolio in Q2 2026, its #87 holding.
Davidson Capital Management first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 14 quarters since.
Davidson Capital Management's iShares Short Maturity Bond ETF position peaked at $889K in Q1 2023.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.