Concurrent Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Concurrent Investment 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
2025 Q3	$4.05M	Buy
2025 Q2	$1.4M	Buy
2025 Q1	$701K	Buy
2024 Q4	$585K	Sell
2024 Q3	$634K	Sell
2024 Q2	$657K	Buy
2024 Q1	$543K	Buy
2023 Q4	$509K	Buy