Ameliora Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.48M Hold
2025
Q2
$2.47M Buy
2025
Q1
$2.3M Hold
2024
Q4
$2.29M Hold
2024
Q3
$2.32M Sell
2024
Q2
$5.41M Sell
2024
Q1
$6.57M Buy
2023
Q4
$6.4M Sell
2023
Q3
$6.65M Hold
2023
Q2
$6.63M Sell
2023
Q1
$6.85M Sell
2022
Q4
$7.35M Buy
2022
Q3
$6.87M Buy