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Summit Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Summit Financial’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.3M Sell
709,707
-8,804
-1% -$450K 0.82% 21
2025
Q1 		$36.6M Buy
+718,511
New +$36.6M 1.02% 14