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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guidance Capital's NEAR Position: Q1 2026 in Review

Guidance Capital reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.7% in Q1 2026, selling an estimated $11.2K and leaving 31,003 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #63.

Guidance Capital first reported a position in NEAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Guidance Capital held 31,003 shares of iShares Short Maturity Bond ETF worth $1.57M as of Q1 2026.
Guidance Capital sold 220 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $11.2K.
iShares Short Maturity Bond ETF made up 0.35% of Guidance Capital's portfolio in Q1 2026, its #63 holding.
Guidance Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and has held it in 12 quarters since.
Guidance Capital's iShares Short Maturity Bond ETF position peaked at $1.84M in Q4 2023.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Guidance Capital's 13F filing for Q1 2026, filed 8 May 2026.