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

SOL 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 		– Sell
-8,850
Closed -$452K – 217
2025
Q4 		$452K Hold
8,850
– – 0.04% 248
2025
Q3 		$454K Hold
8,850
– – 0.04% 240
2025
Q2 		$452K Buy
8,850
+40
+0.5% +$2.03K 0.04% 240
2025
Q1 		$448K Hold
8,810
– – 0.05% 233
2024
Q4 		$445K Buy
8,810
+15
+0.2% +$761 0.05% 236
2024
Q3 		$451K Buy
8,795
+20
+0.2% +$1.02K 0.05% 239
2024
Q2 		$442K Sell
8,775
-250
-3% -$12.5K 0.05% 228
2024
Q1 		$455K Sell
9,025
-1,000
-10% -$50.5K 0.06% 230
2023
Q4 		$506K Sell
10,025
-400
-4% -$20K 0.07% 221
2023
Q3 		$520K Sell
10,425
-680
-6% -$33.8K 0.08% 206
2023
Q2 		$552K Sell
11,105
-80
-0.7% -$3.97K 0.08% 196
2023
Q1 		$555K Sell
11,185
-475
-4% -$23.5K 0.09% 192
2022
Q4 		$574K Sell
11,660
-620
-5% -$30.5K 0.1% 181
2022
Q3 		$605K Buy
12,280
+165
+1% +$8.13K 0.13% 165
2022
Q2 		$597K Sell
12,115
-1,720
-12% -$85K 0.12% 165
2022
Q1 		$686K Sell
13,835
-37,100
-73% -$1.85M 0.12% 160
2021
Q4 		$2.54M Sell
50,935
-2,700
-5% -$135K 0.46% 63
2021
Q3 		$2.69M Sell
53,635
-475
-0.9% -$23.8K 0.54% 53
2021
Q2 		$2.71M Buy
54,110
+3,000
+6% +$151K 0.54% 52
2021
Q1 		$2.56M Sell
51,110
-1,800
-3% -$90.4K 0.54% 55
2020
Q4 		$2.65M Hold
52,910
– – 0.62% 46
2020
Q3 		$2.65M Buy
52,910
+42,900
+429% +$2.15M 0.73% 41
2020
Q2 		$501K Sell
10,010
-420
-4% -$20.8K 0.14% 140
2020
Q1 		$506K Sell
10,430
-2,020
-16% -$101K 0.17% 126
2019
Q4 		$626K Buy
12,450
+150
+1% +$7.54K 0.16% 143
2019
Q3 		$619K Buy
12,300
+800
+7% +$40.2K 0.17% 139
2019
Q2 		$579K Buy
11,500
+5,300
+85% +$266K 0.16% 145
2019
Q1 		$311K Buy
+6,200
New +$310K 0.09% 200
2017
Q3 		– Sell
-19,000
Closed -$955K – 250
2017
Q2 		$955K Buy
+19,000
New +$954K 0.26% 102

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SOL Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 8,850 shares — an estimated $452K sold.

SOL Capital Management first reported a position in NEAR in Q2 2017 and held it in 29 quarters. The position peaked at $2.71M in Q2 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • SOL Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 8,850 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $452K.
  • SOL Capital Management first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 29 quarters.
  • SOL Capital Management's iShares Short Maturity Bond ETF position peaked at $2.71M in Q2 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.