AWM
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Apex Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Apex Wealth Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Sell
26,736
-104,057
-80% -$5.32M 1.1% 27
2025
Q1 		$6.65M Buy
130,793
+37,252
+40% +$1.9M 5.98% 3
2024
Q4 		$4.72M Buy
+93,541
New +$4.72M 4.08% 6