Waycross 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 | $347K | Hold |
6,794
| – | – | 0.36% | 37 |
|
|
2025
Q1 | $346K | Sell |
6,794
-501
| -7% | -$25.5K | 0.39% | 37 |
|
|
2024
Q4 | $368K | Sell |
7,295
-560
| -7% | -$28.3K | 0.39% | 40 |
|
|
2024
Q3 | $402K | Hold |
7,855
| – | – | 0.37% | 47 |
|
|
2024
Q2 | $395K | Hold |
7,855
| – | – | 0.38% | 47 |
|
|
2024
Q1 | $396K | Sell |
7,855
-50
| -0.6% | -$2.52K | 0.37% | 53 |
|
|
2023
Q4 | $399K | Hold |
7,905
| – | – | 0.44% | 41 |
|
|
2023
Q3 | $394K | Sell |
7,905
-522
| -6% | -$26K | 0.45% | 38 |
|
|
2023
Q2 | $419K | Hold |
8,427
| – | – | 0.44% | 40 |
|
|
2023
Q1 | $418K | Hold |
8,427
| – | – | 0.42% | 44 |
|
|
2022
Q4 | $415K | Buy |
+8,427
| New | +$415K | 0.42% | 46 |
|