NCM
NEAR icon

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

New Capital Management’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 		– Sell
-4,117
Closed -$209K – 61
2026
Q1 		$209K Sell
4,117
-190
-4% -$9.7K 0.05% 58
2025
Q4 		$220K Sell
4,307
-148
-3% -$7.58K 0.06% 54
2025
Q3 		$228K Sell
4,455
-361
-7% -$18.4K 0.06% 53
2025
Q2 		$246K Sell
4,816
-1,049
-18% -$53.3K 0.07% 52
2025
Q1 		$298K Buy
5,865
+269
+5% +$13.6K 0.09% 44
2024
Q4 		$283K Buy
5,596
+16
+0.3% +$811 0.08% 44
2024
Q3 		$286K Hold
5,580
– – 0.08% 44
2024
Q2 		$281K Sell
5,580
-697
-11% -$35K 0.09% 43
2024
Q1 		$317K Buy
6,277
+49
+0.8% +$2.47K 0.09% 47
2023
Q4 		$315K Sell
6,228
-1,886
-23% -$94.4K 0.1% 45
2023
Q3 		$405K Buy
+8,114
New +$404K 0.14% 43
2023
Q1 		$276K Buy
5,565
+1,023
+23% +$50.7K 0.11% 47
2022
Q4 		$224K Buy
+4,542
New +$223K 0.1% 44

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

New Capital Management's NEAR Position: Q2 2026 in Review

New Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,117 shares — an estimated $209K sold.

New Capital Management first reported a position in NEAR in Q4 2022 and held it in 13 quarters. The position peaked at $405K in Q3 2023. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • New Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • New Capital Management sold 4,117 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $209K.
  • New Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 13 quarters.
  • New Capital Management's iShares Short Maturity Bond ETF position peaked at $405K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.