MBM Wealth Consultants’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	$12.2M	Buy	239,507 +8,025	+3%	+$410K	3.28%	11
2025 Q1	$11.8M	Buy	231,482 +15,044	+7%	+$765K	3.48%	11
2024 Q4	$10.9M	Buy	216,438 +40,963	+23%	+$2.07M	3.25%	11
2024 Q3	$8.99M	Buy	+175,475	New	+$8.99M	2.84%	11