Concurrent Investment Advisors, LLC Blackrock Short Maturity Bond Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 27,438 shares of NEAR stock, worth $1.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,438

Previous 13,774 99.2%

Holding current value

$1.41 Million

Previous $701 Million 100.1%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$50.41 - $51.17 $688,802 - $699,186	13,664 Added 99.2%	27,438 $1.4 Billion
Q1 2025 Apr 29, 2025	BUY	$50.4 - $50.89 $109,972 - $111,041	2,182 Added 18.82%	13,774 $701 Million
Q4 2024 Feb 03, 2025	SELL	$50.28 - $51.08 $39,771 - $40,404	-791 Reduced 6.39%	11,592 $585 Million
Q3 2024 Oct 30, 2024	SELL	$50.09 - $51.31 $33,460 - $34,275	-668 Reduced 5.12%	12,383 $634 Million
Q2 2024 Jul 30, 2024	BUY	$49.93 - $50.33 $114,139 - $115,054	2,286 Added 21.24%	13,051 $657 Million
Q1 2024 May 07, 2024	BUY	$50.23 - $50.75 $34,708 - $35,068	691 Added 6.86%	10,765 $543 Million
Q4 2023 Apr 15, 2024	BUY	$49.7 - $50.52 $500,677 - $508,938	10,074 New	10,074 $509 Million

Others Institutions Holding NEAR

# of Institutions

418

Shares Held

48.3M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Concurrent Investment Advisors, LLC Blackrock Short Maturity Bond Transaction History