Beirne Wealth Consulting 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
2026
Q2
$414K Sell
8,166
-651
-7% -$33K 0.08% 67
2026
Q1
$448K Buy
8,817
+975
+12% +$49.8K 0.13% 72
2025
Q4
$401K Sell
7,842
-407
-5% -$20.8K 0.12% 77
2025
Q3
$423K Sell
8,249
-12
-0.1% -$613 0.1% 119
2025
Q2
$422K Buy
8,261
+450
+6% +$22.9K 0.14% 70
2025
Q1
$397K Sell
7,811
-175
-2% -$8.87K 0.14% 68
2024
Q4
$403K Sell
7,986
-45
-0.6% -$2.28K 0.15% 67
2024
Q3
$412K Buy
8,031
+93
+1% +$4.73K 0.14% 68
2024
Q2
$400K Buy
7,938
+690
+10% +$34.6K 0.16% 68
2024
Q1
$366K Sell
7,248
-132
-2% -$6.66K 0.16% 69
2023
Q4
$373K Sell
7,380
-2,438
-25% -$122K 0.18% 91
2023
Q3
$488K Hold
9,818
0.39% 52
2023
Q2
$488K Sell
9,818
-30
-0.3% -$1.49K 0.39% 52
2023
Q1
$488K Sell
9,848
-76
-0.8% -$3.76K 0.34% 58
2022
Q4
$489K Sell
9,924
-1,985
-17% -$97.6K 0.24% 55
2022
Q3
$587K Buy
11,909
+5,668
+91% +$279K 0.22% 56
2022
Q2
$307K Buy
+6,241
New +$308K 0.2% 67

Other funds holding NEAR