AllSquare Wealth Management’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	$664	Hold	13	–	–	﹤0.01%	498
2025 Q1	$661	Hold	13	–	–	﹤0.01%	498
2024 Q4	$657	Hold	13	–	–	﹤0.01%	494
2024 Q3	$666	Hold	13	–	–	﹤0.01%	497
2024 Q2	$654	Hold	13	–	–	﹤0.01%	491
2024 Q1	$656	Hold	13	–	–	﹤0.01%	490
2023 Q4	$657	Hold	13	–	–	﹤0.01%	492
2023 Q3	$649	Hold	13	–	–	﹤0.01%	499
2023 Q2	$646	Hold	13	–	–	﹤0.01%	513
2023 Q1	$645	Hold	13	–	–	﹤0.01%	507
2022 Q4	$641	Hold	13	–	–	﹤0.01%	487
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	481
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	484
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	487
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	482
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	473
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	486
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	482
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	449
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	452
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	454
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	433
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	437
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	441
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	445
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	451
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	446
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	465
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	473
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	387
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	377
2017 Q3	$1K	Buy	+13	New	+$1K	﹤0.01%	357
2017 Q2	–	Sell	-13	Closed	-$1K	–	315
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	356
2016 Q4	$1K	Buy	+13	New	+$1K	﹤0.01%	330