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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Alexander Randolph Advisory's NEAR Position: Q2 2026 in Review

Alexander Randolph Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.7% in Q2 2026, buying an estimated $858K and bringing the position to 478,466 shares worth $24.2M. The position accounts for 19.96% of the portfolio, ranked #1.

Alexander Randolph Advisory first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Alexander Randolph Advisory held 478,466 shares of iShares Short Maturity Bond ETF worth $24.2M as of Q2 2026.
Alexander Randolph Advisory bought 16,930 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $858K.
iShares Short Maturity Bond ETF made up 19.96% of Alexander Randolph Advisory's portfolio in Q2 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 11 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Alexander Randolph Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.