STALEY CAPITAL ADVISERS’s iShares Short Maturity Bond ETF NEAR Stock Holding History

STALEY CAPITAL ADVISERS’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	$6.07M	Sell	119,430 -820	-0.7%	-$41.9K	0.26%	51
2025 Q4	$6.14M	Hold	120,250	–	–	0.25%	55
2025 Q3	$6.17M	Sell	120,250 -1,900	-2%	-$97.1K	0.25%	56
2025 Q2	$6.24M	Hold	122,150	–	–	0.27%	55
2025 Q1	$6.21M	Hold	122,150	–	–	0.28%	53
2024 Q4	$6.17M	Sell	122,150 -400	-0.3%	-$20.3K	0.27%	51
2024 Q3	$6.28M	Hold	122,550	–	–	0.28%	53
2024 Q2	$6.17M	Buy	122,550 +5,900	+5%	+$296K	0.28%	51
2024 Q1	$5.89M	Buy	116,650 +5,500	+5%	+$278K	0.27%	52
2023 Q4	$5.62M	Buy	111,150 +16,300	+17%	+$816K	0.28%	54
2023 Q3	$4.73M	Sell	94,850 -64,100	-40%	-$3.19M	0.26%	55
2023 Q2	$7.9M	Sell	158,950 -2,200	-1%	-$109K	0.43%	47
2023 Q1	$7.99M	Sell	161,150 -5,000	-3%	-$248K	0.45%	45
2022 Q4	$8.19M	Buy	166,150 +20,100	+14%	+$988K	0.49%	45
2022 Q3	$7.19M	Sell	146,050 -13,350	-8%	-$658K	0.46%	47
2022 Q2	$7.85M	Sell	159,400 -500	-0.3%	-$24.7K	0.46%	44
2022 Q1	$7.93M	Sell	159,900 -2,500	-2%	-$124K	0.4%	45
2021 Q4	$8.11M	Sell	162,400 -39,600	-20%	-$1.98M	0.39%	45
2021 Q3	$10.1M	Sell	202,000 -3,100	-2%	-$155K	0.54%	41
2021 Q2	$10.3M	Sell	205,100 -29,500	-13%	-$1.48M	0.54%	44
2021 Q1	$11.8M	Sell	234,600 -49,400	-17%	-$2.48M	0.65%	36
2020 Q4	$14.2M	Sell	284,000 -9,500	-3%	-$476K	0.87%	31
2020 Q3	$14.7M	Sell	293,500 -14,200	-5%	-$711K	1.02%	30
2020 Q2	$15.4M	Buy	307,700 +3,400	+1%	+$168K	1.12%	26
2020 Q1	$14.8M	Sell	304,300 -2,000	-0.7%	-$99.6K	1.24%	25
2019 Q4	$15.4M	Buy	306,300 +15,300	+5%	+$769K	1.04%	29
2019 Q3	$14.6M	Sell	291,000 -14,300	-5%	-$719K	1.1%	29
2019 Q2	$15.4M	Sell	305,300 -4,800	-2%	-$241K	1.15%	28
2019 Q1	$15.6M	Sell	310,100 -9,500	-3%	-$476K	1.15%	32
2018 Q4	$15.9M	Sell	319,600 -12,700	-4%	-$635K	1.29%	29
2018 Q3	$16.7M	Buy	332,300 +1,000	+0.3%	+$50.1K	1.17%	31
2018 Q2	$16.6M	Sell	331,300 -10,500	-3%	-$526K	1.28%	29
2018 Q1	$17.1M	Buy	341,800 +4,500	+1%	+$226K	1.35%	28
2017 Q4	$16.9M	Sell	337,300 -700	-0.2%	-$35.1K	1.31%	29
2017 Q3	$17M	Sell	338,000 -2,200	-0.6%	-$111K	1.39%	28
2017 Q2	$17.1M	Sell	340,200 -6,800	-2%	-$342K	1.46%	26
2017 Q1	$17.4M	Sell	347,000 -900	-0.3%	-$45.2K	1.56%	26
2016 Q4	$17.5M	Sell	347,900 -13,000	-4%	-$652K	1.68%	25
2016 Q3	$18.1M	Sell	360,900 -800	-0.2%	-$40.1K	1.81%	22
2016 Q2	$18.1M	Sell	361,700 -250	-0.1%	-$12.5K	1.9%	21
2016 Q1	$18.1M	Sell	361,950 -42,550	-11%	-$2.13M	1.96%	20
2015 Q4	$20.2M	Buy	404,500 +2,900	+0.7%	+$145K	2.34%	17
2015 Q3	$20.1M	Sell	401,600 -68,500	-15%	-$3.43M	2.45%	15
2015 Q2	$23.6M	Sell	470,100 -24,600	-5%	-$1.23M	2.63%	14
2015 Q1	$24.8M	Sell	494,700 -4,300	-0.9%	-$215K	2.86%	12
2014 Q4	$25M	Sell	499,000 -4,800	-1%	-$241K	2.9%	9
2014 Q3	$25.3M	Buy	+503,800	New	+$25.3M	3.02%	8

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

STALEY CAPITAL ADVISERS's NEAR Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.68% in Q1 2026, selling an estimated $41.9K and leaving 119,430 shares worth $6.07M. The position accounts for 0.26% of the portfolio, ranked #51.

STALEY CAPITAL ADVISERS first reported a position in NEAR in Q3 2014 and has held it in 47 quarters since. The position peaked at $25.3M in Q3 2014. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

STALEY CAPITAL ADVISERS held 119,430 shares of iShares Short Maturity Bond ETF worth $6.07M as of Q1 2026.
STALEY CAPITAL ADVISERS sold 820 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $41.9K.
iShares Short Maturity Bond ETF made up 0.26% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #51 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares Short Maturity Bond ETF in Q3 2014 and has held it in 47 quarters since.
STALEY CAPITAL ADVISERS's iShares Short Maturity Bond ETF position peaked at $25.3M in Q3 2014.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.