Vermillion & White Wealth Management Group’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
$74.1K Buy
1,451
+6
+0.4% +$307 0.05% 109
2025
Q1
$73.5K Buy
1,445
+3
+0.2% +$153 0.05% 99
2024
Q4
$72.8K Buy
1,442
+7
+0.5% +$354 0.05% 102
2024
Q3
$73.5K Buy
1,435
+6
+0.4% +$307 0.05% 104
2024
Q2
$71.9K Buy
1,429
+5
+0.4% +$252 0.05% 104
2024
Q1
$71.9K Buy
1,424
+3
+0.2% +$151 0.06% 96
2023
Q4
$71.8K Buy
+1,421
New +$71.8K 0.07% 73