Wealth Enhancement Advisory Services’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
$7.9M Sell
2025
Q2
$9.62M Sell
2025
Q1
$10.9M Sell
2024
Q4
$11.1M Buy
2024
Q3
$2.33M Buy
2024
Q2
$2.22M Buy
2024
Q1
$1.99M Sell
2023
Q4
$2.95M Buy
2023
Q3
$2.7M Buy