Forvis Mazars Wealth 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	–	Sell	-18,689	Closed	-$951K	–	401
2025 Q1	$951K	Sell	18,689 -41,611	-69%	-$2.12M	0.02%	211
2024 Q4	$3.05M	Hold	60,300	–	–	0.07%	130
2024 Q3	$3.09M	Buy	+60,300	New	+$3.09M	0.07%	131