Moneta Group Investment Advisors’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
2024 Q1	–	Sell	-4,638	Closed	-$234K	–	624
2023 Q4	$234K	Buy	+4,638	New	+$234K	﹤0.01%	499
2023 Q2	–	Sell	-5,681	Closed	-$282K	–	563
2023 Q1	$282K	Buy	+5,681	New	+$282K	0.01%	425