Legacy Capital Group California’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Legacy Capital Group California’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	–	Sell	-4,096	Closed	-$209K	–	334
2025 Q4	$209K	Sell	4,096 -591	-13%	-$30.3K	0.05%	324
2025 Q3	$240K	Sell	4,687 -2	-0%	-$102	0.06%	307
2025 Q2	$240K	Sell	4,689 -374	-7%	-$19K	0.07%	298
2025 Q1	$258K	Buy	+5,063	New	+$256K	0.09%	266
2024 Q2	–	Sell	-16,988	Closed	-$857K	–	329
2024 Q1	$857K	Sell	16,988 -1,333	-7%	-$67.3K	0.32%	94
2023 Q4	$926K	Sell	18,321 -1,428	-7%	-$71.5K	0.36%	71
2023 Q3	$985K	Buy	+19,749	New	+$982K	0.42%	59

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

Legacy Capital Group California's NEAR Position: Q1 2026 in Review

Legacy Capital Group California sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 4,096 shares — an estimated $209K sold.

Legacy Capital Group California first reported a position in NEAR in Q3 2023 and held it in 7 quarters. The position peaked at $985K in Q3 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Legacy Capital Group California reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 4,096 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $209K.
Legacy Capital Group California first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 7 quarters.
Legacy Capital Group California's iShares Short Maturity Bond ETF position peaked at $985K in Q3 2023.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.