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

Rollins Financial’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
2023
Q4 		$4.42M Buy
87,556
+11,736
+15% +$587K 0.92% 17
2023
Q3 		$3.78M Buy
75,820
+28,965
+62% +$1.44M 0.93% 18
2023
Q2 		$2.33M Buy
46,855
+23,798
+103% +$1.18M 0.64% 28
2023
Q1 		$1.14M Buy
23,057
+18,842
+447% +$933K 0.38% 44
2022
Q4 		$208K Hold
4,215
– – 0.08% 115
2022
Q3 		$208K Sell
4,215
-300
-7% -$14.8K 0.08% 96
2022
Q2 		$222K Hold
4,515
– – 0.08% 105
2022
Q1 		$224K Hold
4,515
– – 0.07% 113
2021
Q4 		$226K Buy
+4,515
New +$226K 0.07% 99
2021
Q2 		$327K Buy
6,515
+900
+16% +$45.2K 0.12% 79
2021
Q1 		$282K Sell
5,615
-330
-6% -$16.6K 0.12% 83
2020
Q4 		$298K Buy
+5,945
New +$298K 0.14% 66

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return