Socha Financial Group’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
Sell
-30,057
Closed -$1.53M 25
2025
Q1
$1.53M Buy
30,057
+11,574
+63% +$589K 0.75% 10
2024
Q4
$933K Buy
+18,483
New +$933K 0.44% 12