RFA
NEAR icon

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
Q2 		$7.57M Sell
149,420
-5,236
-3% -$265K 1% 24
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rollins Financial Advisors's NEAR Position: Q2 2026 in Review

Rollins Financial Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.4% in Q2 2026, selling an estimated $265K and leaving 149,420 shares worth $7.57M. The position accounts for 1% of the portfolio, ranked #24.

Rollins Financial Advisors first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.86M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Rollins Financial Advisors held 149,420 shares of iShares Short Maturity Bond ETF worth $7.57M as of Q2 2026.
  • Rollins Financial Advisors sold 5,236 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $265K.
  • iShares Short Maturity Bond ETF made up 1% of Rollins Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Rollins Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's iShares Short Maturity Bond ETF position peaked at $7.86M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.