Stonebridge Financial Planning Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stonebridge Financial Planning Group’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$493K	Sell
2025 Q2	$609K	Sell
2025 Q1	$619K	Buy
2024 Q4	$606K	Sell
2024 Q3	$727K	Sell
2024 Q2	$772K	Sell
2024 Q1	$861K	Sell
2023 Q4	$1.04M	Buy
2023 Q3	$461K	Buy