Bartlett & Co 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
$45K Hold
880
﹤0.01% 669
2025
Q1
$44.8K Hold
880
﹤0.01% 668
2024
Q4
$44.4K Buy
+880
New +$44.4K ﹤0.01% 677