NEAR β€” BLACKROCK SHORT MATURITY BOND ETF

Ownership history in CoreCap Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported BLACKROCK SHORT MATURITY BOND ETF (NEAR) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows NEAR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in BLACKROCK SHORT MATURITY BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEAR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreCap Advisors, LLC held NEAR β€” position size vs. price
% of Fund (quarterly)    NEAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,338 -1,943 -23.5% 0.01% $322K 2026-04-07 $50.70
2025 Q4 ADDED 8,281 +315 +4.0% 0.01% $423K 2026-01-13 $50.62
2025 Q3 ADDED 7,966 +4,965 +165.4% 0.01% $408K 2025-10-22 $50.18
2025 Q2 ADDED 3,001 +978 +48.3% 0.01% $153K 2025-08-14 $49.54
2025 Q1 ADDED 2,023 +2,008 +13386.7% 0.00% $103K 2025-05-09 $48.74
2024 Q4 REDUCED 15 -841 -98.2% 0.00% $758 2025-02-14 $48.04
2024 Q3 UNCHANGED 856 β€” 0% 0.00% $44K 2024-11-08 $47.50
2024 Q2 ADDED 856 +307 +55.9% 0.00% $43K 2024-08-08 $47.00
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreCap Advisors, LLC and NEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning NEAR?

CoreCap Advisors, LLC reported NEAR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NEAR position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for NEAR was 0.01% in 2025 Q3.

What is the latest reported NEAR position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 6,338 shares, equal to 0.01% of portfolio, with an estimated market value of $322K.

What does the chart on this NEAR ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly NEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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