Keyvantage Wealth’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	$886K	Sell	17,331 -2,957	-15%	-$151K	0.4%	34
2025 Q1	$1.03M	Sell	20,288 -36,807	-64%	-$1.87M	0.5%	29
2024 Q4	$2.88M	Buy	+57,095	New	+$2.88M	2.06%	13