Focus Partners Wealth
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Focus Partners Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Focus Partners Wealth’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.4M Buy
243,391
+875
+0.4% +$44.7K 0.03% 456
2025
Q1 		$12.3M Buy
242,516
+1,649
+0.7% +$83.9K 0.03% 429
2024
Q4 		$12.2M Sell
240,867
-821
-0.3% -$41.5K 0.03% 419
2024
Q3 		$12.4M Sell
241,688
-6,601
-3% -$338K 0.04% 361
2024
Q2 		$12.5M Buy
+248,289
New +$12.5M 0.04% 324