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

North 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 Q3	$839K	Buy	16,816 +2,941	+21%	+$148K	0.6%	24
2026 Q2	$703K	Buy	13,875 +6,400	+86%	+$325K	0.53%	27
2026 Q1	$380K	Sell	7,475 -23	-0.3%	-$1.18K	0.32%	50
2025 Q4	$383K	Sell	7,498 -1	-0%	-$51	0.33%	50
2025 Q3	$385K	Buy	7,499 +1	+0%	+$51	0.3%	48
2025 Q2	$383K	Sell	7,498 -45	-0.6%	-$2.28K	0.33%	40
2025 Q1	$384K	Buy	+7,543	New	+$382K	0.36%	38

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

North Capital's NEAR Position: Q3 2026 in Review

North Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 21% in Q3 2026, buying an estimated $148K and bringing the position to 16,816 shares worth $839K. The position accounts for 0.6% of the portfolio, ranked #24.

North Capital first reported a position in NEAR in Q1 2025 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

North Capital held 16,816 shares of iShares Short Maturity Bond ETF worth $839K as of Q3 2026.
North Capital bought 2,941 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $148K.
iShares Short Maturity Bond ETF made up 0.6% of North Capital's portfolio in Q3 2026, its #24 holding.
North Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 7 quarters since.
163 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.