Alexander Randolph Advisory
NEAR icon

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
Q3 		$25.6M Buy
512,808
+34,342
+7% +$1.73M 20.47% 1
2026
Q2 		$24.2M Buy
478,466
+16,930
+4% +$858K 19.96% 1
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

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Alexander Randolph Advisory's NEAR Position: Q3 2026 in Review

Alexander Randolph Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.2% in Q3 2026, buying an estimated $1.73M and bringing the position to 512,808 shares worth $25.6M. The position accounts for 20.47% of the portfolio, ranked #1.

Alexander Randolph Advisory first reported a position in NEAR in Q4 2023 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Alexander Randolph Advisory held 512,808 shares of iShares Short Maturity Bond ETF worth $25.6M as of Q3 2026.
  • Alexander Randolph Advisory bought 34,342 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $1.73M.
  • iShares Short Maturity Bond ETF made up 20.47% of Alexander Randolph Advisory's portfolio in Q3 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 12 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Alexander Randolph Advisory's 13F filing for Q3 2026, filed 4 Nov 2026.