Waverly 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
Q2 | $5.56M | Buy |
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|
2025
Q1 | $5.38M | Sell |
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|
2024
Q4 | $5.41M | Sell |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.56M | Sell |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $6.47M | Sell |
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|
2023
Q3 | $7M | Sell |
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|
2023
Q2 | $8.66M | Buy |
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|
2023
Q1 | $5.95M | Sell |
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|
2022
Q4 | $6.7M | Sell |
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|
2022
Q3 | $6.76M | Sell |
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|
2022
Q2 | $7.16M | Buy |
|