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

DGS 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
2025
Q3 		– Sell
-4,788
Closed -$245K – 452
2025
Q2 		$245K Sell
4,788
-10
-0.2% -$508 0.05% 275
2025
Q1 		$244K Buy
+4,798
New +$243K 0.06% 250
2024
Q4 		– Sell
-4,965
Closed -$254K – 323
2024
Q3 		$254K Buy
4,965
+17
+0.3% +$864 0.07% 242
2024
Q2 		$249K Buy
4,948
+65
+1% +$3.26K 0.07% 232
2024
Q1 		$246K Buy
4,883
+327
+7% +$16.5K 0.07% 234
2023
Q4 		$230K Buy
4,556
+180
+4% +$9.01K 0.09% 203
2023
Q3 		$218K Buy
+4,376
New +$218K 0.11% 198

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DGS Capital Management's NEAR Position: Q3 2025 in Review

DGS Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 4,788 shares — an estimated $245K sold.

DGS Capital Management first reported a position in NEAR in Q3 2023 and held it in 7 quarters. The position peaked at $254K in Q3 2024. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • DGS Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • DGS Capital Management sold 4,788 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $245K.
  • DGS Capital Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 7 quarters.
  • DGS Capital Management's iShares Short Maturity Bond ETF position peaked at $254K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on DGS Capital Management's 13F filing for Q3 2025, filed 24 Feb 2026.