BOK Financial Private Wealth’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 Q1	–	Sell	-7,249	Closed	-$366K	–	607
2024 Q4	$366K	Buy	+7,249	New	+$366K	0.03%	143