Alpha Cubed Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$262K	Hold	5,135	–	–	0.01%	246
2025 Q3	$263K	Hold	5,135	–	–	0.01%	244
2025 Q2	$262K	Sell	5,135 -1,137	-18%	-$57.7K	0.01%	248
2025 Q1	$319K	Hold	6,272	–	–	0.01%	218
2024 Q4	$317K	Buy	6,272 +1,137	+22%	+$57.7K	0.01%	198
2024 Q3	$263K	Hold	5,135	–	–	0.01%	218
2024 Q2	$258K	Sell	5,135 -500	-9%	-$25.1K	0.01%	230
2024 Q1	$284K	Sell	5,635 -153	-3%	-$7.72K	0.01%	213
2023 Q4	$292K	Sell	5,788 -117	-2%	-$5.86K	0.02%	207
2023 Q3	$295K	Buy	5,905 +117	+2%	+$5.82K	0.02%	186
2023 Q2	$288K	Hold	5,788	–	–	0.02%	202
2023 Q1	$287K	Sell	5,788 -1,345	-19%	-$66.6K	0.02%	207
2022 Q4	$351K	Buy	7,133 +1,345	+23%	+$66.1K	0.03%	199
2022 Q3	$285K	Hold	5,788	–	–	0.02%	203
2022 Q2	$285K	Hold	5,788	–	–	0.02%	237
2022 Q1	$287K	Buy	+5,788	New	+$288K	0.02%	262

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alpha Cubed Investments's NEAR Position: Q4 2025 in Review

Alpha Cubed Investments held its iShares Short Maturity Bond ETF (NEAR) position steady in Q4 2025 at 5,135 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #246.

Alpha Cubed Investments first reported a position in NEAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $351K in Q4 2022. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

Alpha Cubed Investments held 5,135 shares of iShares Short Maturity Bond ETF worth $262K as of Q4 2025.
Alpha Cubed Investments left its iShares Short Maturity Bond ETF share count unchanged in Q4 2025.
iShares Short Maturity Bond ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #246 holding.
Alpha Cubed Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 16 quarters since.
Alpha Cubed Investments's iShares Short Maturity Bond ETF position peaked at $351K in Q4 2022.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.