Leavell Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy	23,215 +4,600	+25%	+$235K	0.05%	277
2025 Q1	$947K	Buy	18,615 +500	+3%	+$25.4K	0.05%	291
2024 Q4	$915K	Buy	18,115 +11,200	+162%	+$566K	0.04%	287
2024 Q3	$354K	Buy	+6,915	New	+$354K	0.02%	445