KMG Fiduciary Partners’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
$777K Buy
15,215
+4,366
+40% +$223K 0.06% 202
2025
Q1
$552K Buy
+10,849
New +$552K 0.05% 217