Waverly Advisors’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 | $5.56M | Buy |
108,752
+2,943
| +3% | +$150K | 0.06% | 286 |
|
|
2025
Q1 | $5.38M | Sell |
105,809
-1,384
| -1% | -$70.4K | 0.07% | 283 |
|
|
2024
Q4 | $5.41M | Sell |
107,193
-2,637
| -2% | -$133K | 0.08% | 208 |
|
|
2024
Q3 | $5.63M | Sell |
109,830
-713
| -0.6% | -$36.5K | 0.1% | 178 |
|
|
2024
Q2 | $5.56M | Sell |
110,543
-2,040
| -2% | -$103K | 0.11% | 169 |
|
|
2024
Q1 | $5.68M | Sell |
112,583
-15,472
| -12% | -$781K | 0.13% | 129 |
|
|
2023
Q4 | $6.47M | Sell |
128,055
-12,187
| -9% | -$616K | 0.24% | 67 |
|
|
2023
Q3 | $7M | Sell |
140,242
-33,859
| -19% | -$1.69M | 0.31% | 64 |
|
|
2023
Q2 | $8.66M | Buy |
174,101
+54,138
| +45% | +$2.69M | 0.38% | 47 |
|
|
2023
Q1 | $5.95M | Sell |
119,963
-16,098
| -12% | -$798K | 0.31% | 53 |
|
|
2022
Q4 | $6.7M | Sell |
136,061
-1,136
| -0.8% | -$56K | 0.37% | 48 |
|
|
2022
Q3 | $6.76M | Sell |
137,197
-8,236
| -6% | -$406K | 0.48% | 36 |
|
|
2022
Q2 | $7.16M | Buy |
+145,433
| New | +$7.16M | 0.66% | 26 |
|