AlphaCore Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

AlphaCore Capital’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	$5.16M	Buy	101,850 +24,071	+31%	+$1.22M	0.09%	184
2026 Q1	$3.95M	Buy	77,779 +497	+0.6%	+$25.4K	0.09%	183
2025 Q4	$3.95M	Buy	77,282 +19,497	+34%	+$998K	0.09%	192
2025 Q3	$2.96M	Buy	57,785 +2,880	+5%	+$147K	0.1%	158
2025 Q2	$2.81M	Buy	54,905 +8,973	+20%	+$456K	0.11%	153
2025 Q1	$2.34M	Buy	+45,932	New	+$2.33M	0.2%	105
2024 Q1	–	Sell	-37,925	Closed	-$1.92M	–	296
2023 Q4	$1.92M	Buy	37,925 +2,241	+6%	+$112K	0.28%	63
2023 Q3	$1.78M	Buy	35,684 +1,169	+3%	+$58.1K	0.28%	62
2023 Q2	$1.72M	Buy	34,515 +18,097	+110%	+$898K	0.28%	68
2023 Q1	$814K	Buy	+16,418	New	+$813K	0.22%	69

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

AlphaCore Capital's NEAR Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 31% in Q2 2026, buying an estimated $1.22M and bringing the position to 101,850 shares worth $5.16M. The position accounts for 0.09% of the portfolio, ranked #184.

AlphaCore Capital first reported a position in NEAR in Q1 2023 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

AlphaCore Capital held 101,850 shares of iShares Short Maturity Bond ETF worth $5.16M as of Q2 2026.
AlphaCore Capital bought 24,071 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares Short Maturity Bond ETF made up 0.09% of AlphaCore Capital's portfolio in Q2 2026, its #184 holding.
AlphaCore Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 10 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.