Beacon Financial Advisory’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	$237K	Buy	+4,636	New	+$237K	0.06%	311
2020 Q2	–	Sell	-4,971	Closed	-$241K	–	153
2020 Q1	$241K	Buy	4,971 +215	+5%	+$10.4K	0.31%	108
2019 Q4	$238K	Buy	+4,756	New	+$238K	0.2%	132