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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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. 89 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.
89 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.