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