OCM
NEAR icon

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

Objective 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 		$1.28M Buy
25,351
+6,164
+32% +$313K 1.14% 21
2026
Q1 		$975K Buy
19,187
+4,132
+27% +$211K 0.98% 27
2025
Q4 		$769K Buy
15,055
+8,303
+123% +$425K 0.78% 38
2025
Q3 		$346K Sell
6,752
-61
-0.9% -$3.12K 0.36% 62
2025
Q2 		$348K Buy
6,813
+437
+7% +$22.2K 0.39% 61
2025
Q1 		$324K Buy
6,376
+2,230
+54% +$113K 0.41% 57
2024
Q4 		$209K Sell
4,146
-5,055
-55% -$256K 0.14% 134
2024
Q3 		$471K Buy
+9,201
New +$468K 0.28% 75
2024
Q1 		$374K Buy
7,411
+511
+7% +$25.8K 0.25% 85
2023
Q4 		$349K Buy
+6,900
New +$345K 0.27% 81

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Objective Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 32% in Q2 2026, buying an estimated $313K and bringing the position to 25,351 shares worth $1.28M. The position accounts for 1.14% of the portfolio, ranked #21.

Objective Capital Management first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Objective Capital Management held 25,351 shares of iShares Short Maturity Bond ETF worth $1.28M as of Q2 2026.
  • Objective Capital Management bought 6,164 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares Short Maturity Bond ETF made up 1.14% of Objective Capital Management's portfolio in Q2 2026, its #21 holding.
  • Objective Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.