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Alexander Randolph Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Alexander Randolph Advisory’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 		$23.5M Buy
461,536
+19,190
+4% +$980K 20.23% 1
2025
Q4 		$22.6M Buy
442,346
+6,200
+1% +$317K 18.79% 1
2025
Q3 		$22.4M Buy
436,146
+71,275
+20% +$3.64M 18.44% 1
2025
Q2 		$18.6M Buy
364,871
+70,118
+24% +$3.56M 16.7% 1
2025
Q1 		$15M Sell
294,753
-8,558
-3% -$434K 14.68% 1
2024
Q4 		$15.3M Buy
303,311
+30,970
+11% +$1.57M 14.2% 1
2024
Q3 		$14M Buy
272,341
+30,928
+13% +$1.57M 12.35% 1
2024
Q2 		$12.2M Buy
241,413
+6,754
+3% +$339K 11.38% 1
2024
Q1 		$11.8M Buy
234,659
+23,870
+11% +$1.2M 10.37% 1
2023
Q4 		$10.6M Buy
+210,789
New +$10.5M 9.68% 1

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alexander Randolph Advisory's NEAR Position: Q1 2026 in Review

Alexander Randolph Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.3% in Q1 2026, buying an estimated $980K and bringing the position to 461,536 shares worth $23.5M. The position accounts for 20.23% of the portfolio, ranked #1.

Alexander Randolph Advisory first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Alexander Randolph Advisory held 461,536 shares of iShares Short Maturity Bond ETF worth $23.5M as of Q1 2026.
  • Alexander Randolph Advisory bought 19,190 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $980K.
  • iShares Short Maturity Bond ETF made up 20.23% of Alexander Randolph Advisory's portfolio in Q1 2026, its #1 holding.
  • Alexander Randolph Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Alexander Randolph Advisory's 13F filing for Q1 2026, filed 7 May 2026.