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

Rollins 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	$7.86M	Buy	154,656 +2,026	+1%	+$103K	1.24%	20
2025 Q4	$7.8M	Buy	152,630 +39,751	+35%	+$2.03M	1.14%	21
2025 Q3	$5.79M	Buy	112,879 +7,779	+7%	+$397K	0.88%	23
2025 Q2	$5.37M	Buy	105,100 +15,858	+18%	+$805K	0.86%	24
2025 Q1	$4.54M	Buy	89,242 +9,572	+12%	+$485K	0.79%	25
2024 Q4	$4.02M	Buy	79,670 +7,097	+10%	+$360K	0.63%	28
2024 Q3	$3.72M	Buy	72,573 +5,705	+9%	+$290K	0.62%	26
2024 Q2	$3.37M	Sell	66,868 -30,829	-32%	-$1.55M	0.58%	26
2024 Q1	$4.93M	Buy	97,697 +10,141	+12%	+$512K	0.93%	20
2023 Q4	$4.42M	Buy	+87,556	New	+$4.38M	0.92%	17

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

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

Rollins Financial Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.3% in Q1 2026, buying an estimated $103K and bringing the position to 154,656 shares worth $7.86M. The position accounts for 1.24% of the portfolio, ranked #20.

Rollins Financial Advisors first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Rollins Financial Advisors held 154,656 shares of iShares Short Maturity Bond ETF worth $7.86M as of Q1 2026.
Rollins Financial Advisors bought 2,026 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $103K.
iShares Short Maturity Bond ETF made up 1.24% of Rollins Financial Advisors's portfolio in Q1 2026, its #20 holding.
Rollins Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.