United Capital Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $900K | Sell |
17,791
-65
| -0.4% | -$3.3K | 0.01% | 839 |
|
|
2026
Q1 | $907K | Buy |
17,856
+159
| +0.9% | +$8.12K | 0.01% | 798 |
|
|
2025
Q4 | $904K | Sell |
17,697
-2,177
| -11% | -$111K | 0.01% | 771 |
|
|
2025
Q3 | $1.02M | Sell |
19,874
-634
| -3% | -$32.4K | 0.01% | 634 |
|
|
2025
Q2 | $1.05M | Sell |
20,508
-1,207
| -6% | -$61.3K | 0.01% | 586 |
|
|
2025
Q1 | $1.1M | Sell |
21,715
-2,520
| -10% | -$128K | 0.01% | 543 |
|
|
2024
Q4 | $1.22M | Sell |
24,235
-802
| -3% | -$40.7K | 0.01% | 512 |
|
|
2024
Q3 | $1.28M | Sell |
25,037
-1,613
| -6% | -$82K | 0.01% | 489 |
|
|
2024
Q2 | $1.34M | Sell |
26,650
-4,654
| -15% | -$233K | 0.01% | 469 |
|
|
2024
Q1 | $1.58M | Sell |
31,304
-4,744
| -13% | -$239K | 0.01% | 473 |
|
|
2023
Q4 | $1.82M | Sell |
36,048
-13,832
| -28% | -$692K | 0.02% | 427 |
|
|
2023
Q3 | $2.49M | Sell |
49,880
-2,976
| -6% | -$148K | 0.02% | 393 |
|
|
2023
Q2 | $2.63M | Sell |
52,856
-2,794
| -5% | -$139K | 0.01% | 404 |
|
|
2023
Q1 | $2.76M | Sell |
55,650
-4,773
| -8% | -$236K | 0.02% | 400 |
|
|
2022
Q4 | $2.98M | Sell |
60,423
-31,694
| -34% | -$1.56M | 0.02% | 405 |
|
|
2022
Q3 | $4.54M | Sell |
92,117
-7,308
| -7% | -$360K | 0.03% | 333 |
|
|
2022
Q2 | $4.9M | Sell |
99,425
-18,937
| -16% | -$936K | 0.03% | 336 |
|
|
2022
Q1 | $5.87M | Sell |
118,362
-15,305
| -11% | -$762K | 0.03% | 342 |
|
|
2021
Q4 | $6.68M | Sell |
133,667
-25,718
| -16% | -$1.29M | 0.03% | 334 |
|
|
2021
Q3 | $7.99M | Sell |
159,385
-4,173
| -3% | -$209K | 0.04% | 301 |
|
|
2021
Q2 | $8.21M | Sell |
163,558
-3,123
| -2% | -$157K | 0.04% | 302 |
|
|
2021
Q1 | $8.37M | Sell |
166,681
-10,017
| -6% | -$503K | 0.05% | 281 |
|
|
2020
Q4 | $8.87M | Sell |
176,698
-22,101
| -11% | -$1.11M | 0.05% | 268 |
|
|
2020
Q3 | $9.96M | Sell |
198,799
-107
| -0.1% | -$5.36K | 0.07% | 252 |
|
|
2020
Q2 | $9.95M | Sell |
198,906
-22,969
| -10% | -$1.14M | 0.07% | 252 |
|
|
2020
Q1 | $10.8M | Buy |
221,875
+1,981
| +0.9% | +$98.7K | 0.09% | 223 |
|
|
2019
Q4 | $11.1M | Buy |
219,894
+29,715
| +16% | +$1.49M | 0.07% | 295 |
|
|
2019
Q3 | $9.57M | Sell |
190,179
-740,897
| -80% | -$37.3M | 0.07% | 295 |
|
|
2019
Q2 | $46.9M | Sell |
931,076
-29,667
| -3% | -$1.49M | 0.31% | 73 |
|
|
2019
Q1 | $48.3M | Buy |
960,743
+173,106
| +22% | +$8.67M | 0.34% | 64 |
|
|
2018
Q4 | $39.3M | Sell |
787,637
-133,944
| -15% | -$6.7M | 0.31% | 73 |
|
|
2018
Q3 | $46.3M | Sell |
921,581
-5,444,387
| -86% | -$273M | 0.33% | 65 |
|
|
2018
Q2 | $319M | Buy |
6,365,968
+2,240,982
| +54% | +$112M | 2.38% | 4 |
|
|
2018
Q1 | $207M | Buy |
4,124,986
+3,163,330
| +329% | +$159M | 1.58% | 10 |
|
|
2017
Q4 | $48.2M | Sell |
961,656
-1,300,250
| -57% | -$65.3M | 0.38% | 51 |
|
|
2017
Q3 | $114M | Sell |
2,261,906
-720,755
| -24% | -$36.2M | 0.96% | 12 |
|
|
2017
Q2 | $150M | Sell |
2,982,661
-895,107
| -23% | -$45M | 1.34% | 11 |
|
|
2017
Q1 | $195M | Sell |
3,877,768
-1,089,300
| -22% | -$54.7M | 1.82% | 8 |
|
|
2016
Q4 | $249M | Buy |
4,967,068
+664,989
| +15% | +$33.4M | 2.42% | 3 |
|
|
2016
Q3 | $216M | Sell |
4,302,079
-7,487,873
| -64% | -$376M | 2.1% | 5 |
|
|
2016
Q2 | $589M | Sell |
11,789,952
-855,670
| -7% | -$42.9M | 6% | 1 |
|
|
2016
Q1 | $633M | Buy |
12,645,622
+1,558,282
| +14% | +$77.9M | 6.98% | 1 |
|
|
2015
Q4 | $555M | Buy |
11,087,340
+1,620,704
| +17% | +$81.1M | 6.38% | 1 |
|
|
2015
Q3 | $474M | Buy |
9,466,636
+4,651,285
| +97% | +$233M | 5.69% | 1 |
|
|
2015
Q2 | $241M | Buy |
+4,815,351
| New | +$241M | 2.8% | 2 |
|
Other funds holding NEAR
CCA
BI
United Capital Financial Advisors's NEAR Position: Q2 2026 in Review
United Capital Financial Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.36% in Q2 2026, selling an estimated $3.3K and leaving 17,791 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #839.
United Capital Financial Advisors first reported a position in NEAR in Q2 2015 and has held it in 45 quarters since. The position peaked at $633M in Q1 2016. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.
- United Capital Financial Advisors held 17,791 shares of iShares Short Maturity Bond ETF worth $900K as of Q2 2026.
- United Capital Financial Advisors sold 65 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $3.3K.
- iShares Short Maturity Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #839 holding.
- United Capital Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2015 and has held it in 45 quarters since.
- United Capital Financial Advisors's iShares Short Maturity Bond ETF position peaked at $633M in Q1 2016.
- 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.