Embree Financial Group’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	$1.11M	Buy	21,782 +1,099	+5%	+$56.2K	0.17%	91
2025 Q1	$1.05M	Buy	+20,683	New	+$1.05M	0.18%	88