Prime Capital Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Prime Capital Investment Advisors’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	–	Sell	-29,681	Closed	-$1.52M	–	1092
2025 Q4	$1.52M	Sell	29,681 -3,546	-11%	-$182K	0.02%	405
2025 Q3	$1.7M	Buy	33,227 +4,474	+16%	+$229K	0.02%	369
2025 Q2	$1.47M	Sell	28,753 -12,345	-30%	-$627K	0.02%	389
2025 Q1	$2.09M	Buy	+41,098	New	+$2.08M	0.02%	355
2019 Q1	–	Sell	-1,899	Closed	-$95K	–	413
2018 Q4	$95K	Buy	+1,899	New	+$95K	0.03%	137

Other funds holding NEAR

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Prime Capital Investment Advisors's NEAR Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 29,681 shares — an estimated $1.52M sold.

Prime Capital Investment Advisors first reported a position in NEAR in Q4 2018 and held it in 5 quarters. The position peaked at $2.09M in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Prime Capital Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 29,681 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.52M.
Prime Capital Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 5 quarters.
Prime Capital Investment Advisors's iShares Short Maturity Bond ETF position peaked at $2.09M in Q1 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.