WBH Advisory’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 | $9.31M | Buy |
182,191
+32,968
| +22% | +$1.68M | 0.79% | 33 |
|
|
2025
Q1 | $7.59M | Buy |
149,223
+10,550
| +8% | +$537K | 0.71% | 38 |
|
|
2024
Q4 | $7M | Buy |
138,673
+30,512
| +28% | +$1.54M | 0.65% | 41 |
|
|
2024
Q3 | $5.54M | Buy |
108,161
+10,523
| +11% | +$539K | 0.52% | 46 |
|
|
2024
Q2 | $4.91M | Buy |
97,638
+7,587
| +8% | +$382K | 0.5% | 46 |
|
|
2024
Q1 | $4.54M | Buy |
90,051
+21,067
| +31% | +$1.06M | 0.47% | 50 |
|
|
2023
Q4 | $3.49M | Sell |
68,984
-5,057
| -7% | -$255K | 0.39% | 61 |
|
|
2023
Q3 | $3.69M | Buy |
74,041
+2,396
| +3% | +$120K | 0.45% | 56 |
|
|
2023
Q2 | $3.56M | Sell |
71,645
-3,286
| -4% | -$163K | 0.42% | 58 |
|
|
2023
Q1 | $3.72M | Buy |
+74,931
| New | +$3.72M | 0.46% | 55 |
|
|
2022
Q3 | $3.24M | Sell |
65,729
-13,465
| -17% | -$663K | 0.47% | 53 |
|
|
2022
Q2 | $3.9M | Sell |
79,194
-8,722
| -10% | -$429K | 0.52% | 47 |
|
|
2022
Q1 | $4.35M | Buy |
+87,916
| New | +$4.35M | 0.53% | 48 |
|