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 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%	-$2.29K	0.33%	40
2025 Q1	$384K	Buy	+7,543	New	+$382K	0.36%	38

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

North Capital's NEAR Position: Q2 2026 in Review

North Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 86% in Q2 2026, buying an estimated $325K and bringing the position to 13,875 shares worth $703K. The position accounts for 0.53% of the portfolio, ranked #27.

North Capital first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

North Capital held 13,875 shares of iShares Short Maturity Bond ETF worth $703K as of Q2 2026.
North Capital bought 6,400 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $325K.
iShares Short Maturity Bond ETF made up 0.53% of North Capital's portfolio in Q2 2026, its #27 holding.
North Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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