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

Money Concepts 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	$303K	Sell	5,976 -269	-4%	-$13.6K	0.01%	516
2026 Q1	$317K	Hold	6,245	–	–	0.02%	458
2025 Q4	$319K	Buy	6,245 +149	+2%	+$7.63K	0.02%	414
2025 Q3	$313K	Buy	6,096 +26	+0.4%	+$1.33K	0.02%	386
2025 Q2	$310K	Buy	+6,070	New	+$308K	0.02%	370
2023 Q1	–	Sell	-2,501	Closed	-$123K	–	2010
2022 Q4	$123K	Buy	+2,501	New	+$123K	0.01%	890
2022 Q2	–	Sell	-3,149	Closed	-$156K	–	2187
2022 Q1	$156K	Buy	+3,149	New	+$157K	0.01%	834

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

Money Concepts Capital's NEAR Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.3% in Q2 2026, selling an estimated $13.6K and leaving 5,976 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #516.

Money Concepts Capital first reported a position in NEAR in Q1 2022 and has held it in 7 quarters since. The position peaked at $319K in Q4 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Money Concepts Capital held 5,976 shares of iShares Short Maturity Bond ETF worth $303K as of Q2 2026.
Money Concepts Capital sold 269 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $13.6K.
iShares Short Maturity Bond ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #516 holding.
Money Concepts Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 7 quarters since.
Money Concepts Capital's iShares Short Maturity Bond ETF position peaked at $319K in Q4 2025.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.