Caliber Wealth Management (Kansas)’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
$4.64M Buy
90,742
+224
+0.2% +$11.4K 0.5% 40
2025
Q1
$4.6M Buy
+90,518
New +$4.6M 0.63% 35