Beirne Wealth Consulting 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 | $422K | Buy |
8,261
+450
| +6% | +$23K | 0.14% | 70 |
|
|
2025
Q1 | $397K | Sell |
7,811
-175
| -2% | -$8.9K | 0.14% | 68 |
|
|
2024
Q4 | $403K | Sell |
7,986
-45
| -0.6% | -$2.27K | 0.15% | 67 |
|
|
2024
Q3 | $412K | Buy |
8,031
+93
| +1% | +$4.77K | 0.14% | 68 |
|
|
2024
Q2 | $400K | Buy |
7,938
+690
| +10% | +$34.7K | 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% | -$123K | 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% | -$3.77K | 0.34% | 58 |
|
|
2022
Q4 | $489K | Sell |
9,924
-1,985
| -17% | -$97.8K | 0.24% | 55 |
|
|
2022
Q3 | $587K | Buy |
11,909
+5,668
| +91% | +$279K | 0.22% | 56 |
|
|
2022
Q2 | $307K | Buy |
+6,241
| New | +$307K | 0.2% | 67 |
|