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