RWA Wealth Partners’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
$467K Buy
9,149
+106
+1% +$5.42K 0.01% 438
2025
Q1
$460K Buy
9,043
+66
+0.7% +$3.36K 0.01% 414
2024
Q4
$453K Buy
8,977
+153
+2% +$7.73K 0.01% 420
2024
Q3
$452K Buy
8,824
+112
+1% +$5.74K 0.01% 414
2024
Q2
$438K Buy
8,712
+104
+1% +$5.23K 0.01% 406
2024
Q1
$434K Buy
8,608
+69
+0.8% +$3.48K 0.01% 409
2023
Q4
$431K Sell
8,539
-1,881
-18% -$95K 0.01% 394
2023
Q3
$520K Buy
+10,420
New +$520K 0.01% 258