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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

AlphaCore Capital's NEAR Position: Q1 2026 in Review

AlphaCore Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.64% in Q1 2026, buying an estimated $25.4K and bringing the position to 77,779 shares worth $3.95M. The position accounts for 0.09% of the portfolio, ranked #183.

AlphaCore Capital first reported a position in NEAR in Q1 2023 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

AlphaCore Capital held 77,779 shares of iShares Short Maturity Bond ETF worth $3.95M as of Q1 2026.
AlphaCore Capital bought 497 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $25.4K.
iShares Short Maturity Bond ETF made up 0.09% of AlphaCore Capital's portfolio in Q1 2026, its #183 holding.
AlphaCore Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 9 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.