Rollins Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
105,100
+15,858
| +18% | +$810K | 0.86% | 24 |
|
|
2025
Q1 | $4.54M | Buy |
89,242
+9,572
| +12% | +$487K | 0.79% | 25 |
|
|
2024
Q4 | $4.02M | Buy |
79,670
+7,097
| +10% | +$358K | 0.63% | 28 |
|
|
2024
Q3 | $3.72M | Buy |
72,573
+5,705
| +9% | +$292K | 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 | +$4.42M | 0.92% | 17 |
|