Gries Financial’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
$514K Hold
10,062
0.09% 167
2025
Q1
$512K Hold
10,062
0.1% 162
2024
Q4
$508K Hold
10,062
0.09% 164
2024
Q3
$516K Hold
10,062
0.1% 162
2024
Q2
$506K Hold
10,062
0.1% 146
2024
Q1
$508K Hold
10,062
0.08% 170
2023
Q4
$508K Hold
10,062
0.11% 126
2023
Q3
$502K Buy
+10,062
New +$502K 0.14% 118