Forbes Financial 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 Q2	$1.42M	Sell	27,781 -131,839	-83%	-$6.74M	0.96%	21
2025 Q1	$8.12M	Sell	159,620 -4,644	-3%	-$236K	6.01%	5
2024 Q4	$8.3M	Buy	164,264 +13,435	+9%	+$678K	4.02%	6
2024 Q3	$7.73M	Buy	150,829 +13,305	+10%	+$682K	5.57%	7
2024 Q2	$6.92M	Buy	+137,524	New	+$6.92M	5.44%	8