Private Client Services’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	$466K	Buy	9,120 +2,252	+33%	+$115K	0.18%	115
2025 Q1	$349K	Buy	6,868 +511	+8%	+$26K	0.17%	118
2024 Q4	$321K	Buy	6,357 +1,220	+24%	+$61.6K	0.17%	117
2024 Q3	$263K	Buy	+5,137	New	+$263K	0.14%	136