U.S. Capital Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

U.S. Capital Wealth 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	$358K	Buy	7,033 +1	+0%	+$51	0.01%	763
2025 Q4	$359K	Buy	7,032 +2	+0%	+$102	0.01%	750
2025 Q3	$361K	Buy	7,030 +1	+0%	+$51	0.01%	719
2025 Q2	$359K	Buy	7,029 +1	+0%	+$51	0.01%	674
2025 Q1	$357K	Buy	7,028 +1	+0%	+$51	0.01%	657
2024 Q4	$355K	Buy	7,027 +2	+0%	+$101	0.01%	642
2024 Q3	$360K	Buy	7,025 +2	+0%	+$102	0.01%	544
2024 Q2	$353K	Buy	7,023 +111	+2%	+$5.57K	0.01%	536
2024 Q1	$349K	Hold	6,912	–	–	0.01%	534
2023 Q4	$349K	Hold	6,912	–	–	0.01%	523
2023 Q3	$345K	Hold	6,912	–	–	0.02%	494
2023 Q2	$344K	Hold	6,912	–	–	0.02%	507
2023 Q1	$343K	Hold	6,912	–	–	0.02%	508
2022 Q4	$341K	Hold	6,912	–	–	0.02%	511
2022 Q3	$340K	Sell	6,912 -508	-7%	-$25K	0.02%	506
2022 Q2	$366K	Hold	7,420	–	–	0.02%	525
2022 Q1	$368K	Sell	7,420 -293	-4%	-$14.6K	0.01%	565
2021 Q4	$385K	Hold	7,713	–	–	0.02%	561
2021 Q3	$387K	Buy	+7,713	New	+$387K	0.02%	560

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

U.S. Capital Wealth Advisors's NEAR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.01% in Q1 2026, buying an estimated $51 and bringing the position to 7,033 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #763.

U.S. Capital Wealth Advisors first reported a position in NEAR in Q3 2021 and has held it in 19 quarters since. The position peaked at $387K in Q3 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

U.S. Capital Wealth Advisors held 7,033 shares of iShares Short Maturity Bond ETF worth $358K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1 iShares Short Maturity Bond ETF share in Q1 2026, an estimated $51.
iShares Short Maturity Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #763 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $387K in Q3 2021.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.