Forbes Financial Planning, Inc. Blackrock Short Maturity Bond Transaction History

Forbes Financial Planning, Inc.

$140 Million
Q2 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 27,781 shares of NEAR stock, worth $1.42 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

27,781

Previous 159,620 82.6%

Holding current value

$1.42 Million

Previous $8.12 Million 82.52%

% of portfolio

1.01%

Previous 6.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$50.41 - $51.17 $6.65 Million - $6.75 Million	-131,839 Reduced 82.6%	27,781 $1.42 Million
Q1 2025 May 08, 2025	SELL	$50.4 - $50.89 $234,057 - $236,333	-4,644 Reduced 2.83%	159,620 $8.12 Million
Q4 2024 Feb 10, 2025	BUY	$50.28 - $51.08 $675,511 - $686,259	13,435 Added 8.91%	164,264 $8.3 Million
Q3 2024 Oct 29, 2024	BUY	$50.09 - $51.31 $666,447 - $682,679	13,305 Added 9.67%	150,829 $7.73 Million
Q2 2024 Jul 25, 2024	BUY	$49.93 - $50.33 $6.87 Million - $6.92 Million	137,524 New	137,524 $6.92 Million

Others Institutions Holding NEAR

# of Institutions

408

Shares Held

47.9M

Call Options Held

Put Options Held

View Full List

About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
Sector ETFs
Industry ETFs

More about NEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

Forbes Financial Planning, Inc. Blackrock Short Maturity Bond Transaction History