JGP Wealth Management’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	$529K	Sell	10,362 -10,857	-51%	-$555K	0.06%	128
2025 Q1	$1.08M	Buy	21,219 +30	+0.1%	+$1.53K	0.14%	88
2024 Q4	$1.07M	Buy	21,189 +6,639	+46%	+$335K	0.14%	91
2024 Q3	$746K	Buy	14,550 +52	+0.4%	+$2.66K	0.1%	110
2024 Q2	$730K	Buy	+14,498	New	+$730K	0.1%	103