Marshall Financial Group (Maryland)’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	$234K	Sell	4,603 -219	-5%	-$11.1K	0.05%	234
2025 Q1	$245K	Sell	4,822 -684	-12%	-$34.8K	0.05%	207
2024 Q4	$278K	Buy	5,506 +63	+1%	+$3.18K	0.07%	188
2024 Q3	$279K	Buy	+5,443	New	+$279K	0.07%	186