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

Guidance Capital’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	$1.61M	Buy	31,830 +827	+3%	+$41.9K	0.34%	59
2026 Q1	$1.57M	Sell	31,003 -220	-0.7%	-$11.2K	0.35%	63
2025 Q4	$1.6M	Buy	31,223 +1,495	+5%	+$76.5K	0.39%	49
2025 Q3	$1.53M	Sell	29,728 -400	-1%	-$20.4K	0.4%	46
2025 Q2	$1.54M	Sell	30,128 -2,178	-7%	-$111K	0.44%	42
2025 Q1	$1.64M	Buy	32,306 +86	+0.3%	+$4.36K	0.5%	36
2024 Q4	$1.63M	Buy	32,220 +261	+0.8%	+$13.2K	0.5%	35
2024 Q3	$1.63M	Sell	31,959 -1,736	-5%	-$88.2K	0.51%	39
2024 Q2	$1.71M	Sell	33,695 -2,562	-7%	-$129K	0.56%	34
2024 Q1	$1.81M	Sell	36,257 -224	-0.6%	-$11.3K	0.67%	26
2023 Q4	$1.84M	Buy	36,481 +1,540	+4%	+$77.1K	0.73%	21
2023 Q3	$1.74M	Buy	34,941 +985	+3%	+$49K	0.78%	18
2023 Q2	$1.69M	Buy	+33,956	New	+$1.68M	0.73%	25

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

Guidance Capital's NEAR Position: Q2 2026 in Review

Guidance Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.7% in Q2 2026, buying an estimated $41.9K and bringing the position to 31,830 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #59.

Guidance Capital first reported a position in NEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Guidance Capital held 31,830 shares of iShares Short Maturity Bond ETF worth $1.61M as of Q2 2026.
Guidance Capital bought 827 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $41.9K.
iShares Short Maturity Bond ETF made up 0.34% of Guidance Capital's portfolio in Q2 2026, its #59 holding.
Guidance Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and has held it in 13 quarters since.
Guidance Capital's iShares Short Maturity Bond ETF position peaked at $1.84M in Q4 2023.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.