Davidson Capital 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 | $87.1K | Buy |
1,704
+817
| +92% | +$41.7K | 0.02% | 61 |
|
|
2025
Q1 | $45.1K | Sell |
887
-6,239
| -88% | -$317K | 0.01% | 62 |
|
|
2024
Q4 | $360K | Sell |
7,126
-31
| -0.4% | -$1.57K | 0.09% | 50 |
|
|
2024
Q3 | $367K | Sell |
7,157
-2,869
| -29% | -$147K | 0.11% | 49 |
|
|
2024
Q2 | $505K | Hold |
10,026
| – | – | 0.16% | 48 |
|
|
2024
Q1 | $506K | Hold |
10,026
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $507K | Sell |
10,026
-4,752
| -32% | -$240K | 0.18% | 48 |
|
|
2023
Q3 | $737K | Sell |
14,778
-2,508
| -15% | -$125K | 0.37% | 46 |
|
|
2023
Q2 | $859K | Sell |
17,286
-643
| -4% | -$32K | 0.43% | 49 |
|
|
2023
Q1 | $889K | Buy |
+17,929
| New | +$889K | 0.54% | 47 |
|