Focus Financial Network’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	$499K	Buy	9,760 +178	+2%	+$9.1K	0.02%	433
2025 Q1	$487K	Buy	+9,582	New	+$487K	0.02%	427
2020 Q4	–	Sell	-4,930	Closed	-$247K	–	459
2020 Q3	$247K	Buy	4,930 +6	+0.1%	+$301	0.02%	379
2020 Q2	$246K	Buy	+4,924	New	+$246K	0.03%	338