Beacon Financial Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Buy
2025
Q2
$237K Buy
2020
Q2
Sell
2020
Q1
$241K Buy
2019
Q4
$238K Buy