MAI Capital Management’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
$2.09M Sell
40,911
-1,271
-3% -$64.9K 0.01% 473
2025
Q1
$2.15M Sell
42,182
-5,719
-12% -$291K 0.02% 456
2024
Q4
$2.42M Buy
+47,901
New +$2.42M 0.02% 437