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

Scotia 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 Q1	$227K	Sell	4,457 -431	-9%	-$22K	﹤0.01%	832
2025 Q4	$250K	Hold	4,888	–	–	﹤0.01%	791
2025 Q3	$251K	Hold	4,888	–	–	﹤0.01%	798
2025 Q2	$250K	Hold	4,888	–	–	﹤0.01%	756
2025 Q1	$249K	Buy	+4,888	New	+$248K	﹤0.01%	732
2021 Q2	–	Sell	-26,053	Closed	-$1.31M	–	856
2021 Q1	$1.31M	Buy	26,053 +19,734	+312%	+$991K	0.01%	431
2020 Q4	$317K	Buy	6,319 +1,051	+20%	+$52.7K	﹤0.01%	633
2020 Q3	$264K	Sell	5,268 -162	-3%	-$8.11K	﹤0.01%	600
2020 Q2	$272K	Hold	5,430	–	–	﹤0.01%	532
2020 Q1	$263K	Sell	5,430 -3,000	-36%	-$149K	﹤0.01%	527
2019 Q4	$424K	Sell	8,430 -2,000	-19%	-$101K	﹤0.01%	553
2019 Q3	$525K	Hold	10,430	–	–	0.01%	506
2019 Q2	$525K	Sell	10,430 -2,000	-16%	-$100K	0.01%	512
2019 Q1	$624K	Buy	12,430 +4,213	+51%	+$211K	0.01%	458
2018 Q4	$410K	Sell	8,217 -10,000	-55%	-$500K	0.01%	491
2018 Q3	$914K	Buy	18,217 +2,000	+12%	+$100K	0.01%	421
2018 Q2	$813K	Hold	16,217	–	–	0.01%	423
2018 Q1	$813K	Buy	+16,217	New	+$813K	0.01%	438

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

Scotia Capital's NEAR Position: Q1 2026 in Review

Scotia Capital reduced its iShares Short Maturity Bond ETF (NEAR) stake by 8.8% in Q1 2026, selling an estimated $22K and leaving 4,457 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Scotia Capital first reported a position in NEAR in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.31M in Q1 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Scotia Capital held 4,457 shares of iShares Short Maturity Bond ETF worth $227K as of Q1 2026.
Scotia Capital sold 431 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $22K.
iShares Short Maturity Bond ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #832 holding.
Scotia Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and has held it in 18 quarters since.
Scotia Capital's iShares Short Maturity Bond ETF position peaked at $1.31M in Q1 2021.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.