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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Objective Capital Management's NEAR Position: Q1 2026 in Review

Objective Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 27% in Q1 2026, buying an estimated $211K and bringing the position to 19,187 shares worth $975K. The position accounts for 0.98% of the portfolio, ranked #27.

Objective Capital Management first reported a position in NEAR in Q4 2023 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Objective Capital Management held 19,187 shares of iShares Short Maturity Bond ETF worth $975K as of Q1 2026.
Objective Capital Management bought 4,132 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $211K.
iShares Short Maturity Bond ETF made up 0.98% of Objective Capital Management's portfolio in Q1 2026, its #27 holding.
Objective Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 9 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.