Wealth Enhancement Advisory Services’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 | $9.62M | Sell |
189,193
-25,416
| -12% | -$1.29M | 0.02% | 642 |
|
|
2025
Q1 | $10.9M | Sell |
214,609
-4,835
| -2% | -$246K | 0.02% | 555 |
|
|
2024
Q4 | $11.1M | Buy |
219,444
+174,067
| +384% | +$8.79M | 0.02% | 530 |
|
|
2024
Q3 | $2.33M | Buy |
45,377
+1,306
| +3% | +$66.9K | 0.01% | 980 |
|
|
2024
Q2 | $2.22M | Buy |
44,071
+4,549
| +12% | +$229K | 0.01% | 946 |
|
|
2024
Q1 | $1.99M | Sell |
39,522
-18,772
| -32% | -$947K | 0.01% | 944 |
|
|
2023
Q4 | $2.95M | Buy |
58,294
+4,192
| +8% | +$212K | 0.01% | 774 |
|
|
2023
Q3 | $2.7M | Buy |
+54,102
| New | +$2.7M | 0.01% | 758 |
|