Essential Planning’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	-123,760	Closed	-$6.28M	–	226
2024 Q4	$6.28M	Buy	+123,760	New	+$6.28M	0.04%	104