WealthPlan Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WealthPlan Investment Management’s Portfolio NEAR Stock Details NEAR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.48M	Sell
2025 Q2	$1.55M	Buy
2025 Q1	$1.53M	Sell
2024 Q4	$1.62M	Sell
2024 Q3	$1.69M	Buy
2023 Q1	–	Sell
2022 Q4	$2.08M	Sell
2022 Q3	$2.13M	Buy
2022 Q1	$2.25M	Buy