JAA
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Joel Adams & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Joel Adams & Associates’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Buy
25,740
+973
+4% +$49.7K 1.16% 16
2025
Q1 		$1.26M Buy
24,767
+8,608
+53% +$438K 1.13% 17
2024
Q4 		$816K Buy
+16,159
New +$816K 0.74% 24