Farther Finance Advisors’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
$253K Sell
4,948
-117
-2% -$5.98K 0.01% 1269
2025
Q1
$257K Hold
5,065
0.01% 1117
2024
Q4
$256K Hold
5,065
0.01% 877
2024
Q3
$260K Hold
5,065
0.01% 894
2024
Q2
$254K Sell
5,065
-837
-14% -$41.9K 0.01% 736
2024
Q1
$296K Sell
5,902
-90
-2% -$4.51K 0.02% 557
2023
Q4
$303K Buy
5,992
+237
+4% +$12K 0.02% 438
2023
Q3
$287K Sell
5,755
-1
-0% -$50 0.05% 306
2023
Q2
$286K Sell
5,756
-92
-2% -$4.57K 0.06% 255
2023
Q1
$290K Sell
5,848
-409
-7% -$20.3K 0.08% 212
2022
Q4
$308K Buy
+6,257
New +$308K 0.12% 168