KFA Private Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$223K Sell
2024
Q3
$492K Sell
2024
Q2
$551K Sell
2024
Q1
$901K Buy
2023
Q4
$803K Buy