Keystone Financial Group (Georgia)’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	$2.86M	Buy	56,148 +23,930	+74%	+$1.22M	1.82%	15
2025 Q1	$1.64M	Buy	32,218 +22,630	+236%	+$1.15M	1.15%	22
2024 Q4	$484K	Buy	+9,588	New	+$484K	0.39%	42