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Alpha Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Alpha Financial Advisors’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 		$5.87M Buy
115,525
+3,751
+3% +$192K 1.8% 14
2025
Q4 		$5.71M Buy
111,774
+5,550
+5% +$284K 1.75% 14
2025
Q3 		$5.45M Buy
+106,224
New +$5.43M 1.92% 13

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

Alpha Financial Advisors's NEAR Position: Q1 2026 in Review

Alpha Financial Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.4% in Q1 2026, buying an estimated $192K and bringing the position to 115,525 shares worth $5.87M. The position accounts for 1.8% of the portfolio, ranked #14.

Alpha Financial Advisors first reported a position in NEAR in Q3 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Alpha Financial Advisors held 115,525 shares of iShares Short Maturity Bond ETF worth $5.87M as of Q1 2026.
  • Alpha Financial Advisors bought 3,751 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $192K.
  • iShares Short Maturity Bond ETF made up 1.8% of Alpha Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Alpha Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.