Perennial 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
2025 Q2	$3.08M	Buy	60,330 +990	+2%	+$50.6K	0.3%	72
2025 Q1	$3.02M	Buy	+59,340	New	+$3.02M	0.34%	59