Bellwether Advisors’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
Sell
2025
Q2
$155K Hold
2025
Q1
$154K Hold
2024
Q4
$153K Buy
2023
Q3
Sell
2023
Q2
$226K Hold
2023
Q1
$225K Sell
2022
Q4
$236K Sell
2022
Q3
$337K Hold
2022
Q2
$337K Sell
2022
Q1
$344K Sell
2021
Q4
$349K Buy
2021
Q3
$335K Hold
2021
Q2
$335K Hold
2021
Q1
$335K Buy
2020
Q4
$334K Buy