WBH Advisory’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 Q3 | $11.5M | Buy |  | |||||
| 2025 Q2 | $9.31M | Buy |  | |||||
| 2025 Q1 | $7.59M | Buy |  | |||||
| 2024 Q4 | $7M | Buy |  | |||||
| 2024 Q3 | $5.54M | Buy |  | |||||
| 2024 Q2 | $4.91M | Buy |  | |||||
| 2024 Q1 | $4.54M | Buy |  | |||||
| 2023 Q4 | $3.49M | Sell |  | |||||
| 2023 Q3 | $3.69M | Buy |  | |||||
| 2023 Q2 | $3.56M | Sell |  | |||||
| 2023 Q1 | $3.72M | Buy |  | |||||
| 2022 Q3 | $3.24M | Sell |  | |||||
| 2022 Q2 | $3.9M | Sell |  | |||||
| 2022 Q1 | $4.35M | Buy |  |