WealthPlan Investment Management’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 | $1.55M | Buy |
30,324
+189
| +0.6% | +$9.66K | 0.11% | 146 |
|
|
2025
Q1 | $1.53M | Sell |
30,135
-1,958
| -6% | -$99.6K | 0.15% | 112 |
|
|
2024
Q4 | $1.62M | Sell |
32,093
-979
| -3% | -$49.4K | 0.16% | 110 |
|
|
2024
Q3 | $1.69M | Buy |
+33,072
| New | +$1.69M | 0.17% | 105 |
|
|
2023
Q1 | – | Sell |
-42,043
| Closed | -$2.08M | – | 524 |
|
|
2022
Q4 | $2.08M | Sell |
42,043
-1,111
| -3% | -$55K | 0.15% | 118 |
|
|
2022
Q3 | $2.13M | Buy |
+43,154
| New | +$2.13M | 0.16% | 110 |
|
|
2022
Q1 | $2.25M | Buy |
+45,389
| New | +$2.25M | 0.16% | 115 |
|