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

Forbes Financial Planning, Inc.

$142 Million
Q3 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 25,239 shares of NEAR stock, worth $1.29 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

25,239

Previous 27,781 9.15%

Holding current value

$1.29 Million

Previous $1.42 Million 8.81%

% of portfolio

0.91%

Previous 1.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$50.8 - $51.32 $129,133 - $130,455	-2,542 Reduced 9.15%	25,239 $1.29 Million
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

415

Shares Held

50.8M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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