KKM Financial’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 | $3.29M | Buy |
64,427
+1,598
| +3% | +$81.7K | 1.15% | 36 |
|
2025
Q1 | $3.19M | Buy |
62,829
+5,313
| +9% | +$270K | 1.35% | 20 |
|
2024
Q4 | $2.91M | Buy |
+57,516
| New | +$2.91M | 1.21% | 26 |
|
2024
Q3 | – | Sell |
-53,317
| Closed | -$2.69M | – | 151 |
|
2024
Q2 | $2.69M | Buy |
53,317
+1,144
| +2% | +$57.8K | 1.28% | 22 |
|
2024
Q1 | $2.63M | Buy |
+52,173
| New | +$2.63M | 1.28% | 24 |
|