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 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

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

Money Concepts Capital's NEAR Position: Q1 2026 in Review

Money Concepts Capital held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 6,245 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #458.

Money Concepts Capital first reported a position in NEAR in Q1 2022 and has held it in 6 quarters since. The position peaked at $319K in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Money Concepts Capital held 6,245 shares of iShares Short Maturity Bond ETF worth $317K as of Q1 2026.
Money Concepts Capital left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #458 holding.
Money Concepts Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 6 quarters since.
Money Concepts Capital's iShares Short Maturity Bond ETF position peaked at $319K in Q4 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.