Keystone Wealth Services’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	$694K	Buy	+13,583	New	+$694K	0.17%	135
2022 Q3	–	Sell	-6,722	Closed	-$331K	–	170
2022 Q2	$331K	Sell	6,722 -496	-7%	-$24.4K	0.15%	117
2022 Q1	$358K	Sell	7,218 -2,571	-26%	-$128K	0.14%	117
2021 Q4	$489K	Buy	+9,789	New	+$489K	0.2%	94