First Wilshire Securities 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 | $236K | Hold |
4,614
| – | – | 0.06% | 76 |
|
|
2025
Q1 | $235K | Sell |
4,614
-650
| -12% | -$33.1K | 0.07% | 72 |
|
|
2024
Q4 | $266K | Hold |
5,264
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $270K | Sell |
5,264
-723
| -12% | -$37.1K | 0.08% | 71 |
|
|
2024
Q2 | $301K | Sell |
5,987
-1,000
| -14% | -$50.3K | 0.09% | 69 |
|
|
2024
Q1 | $352K | Hold |
6,987
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $353K | Hold |
6,987
| – | – | 0.11% | 68 |
|
|
2023
Q3 | $349K | Sell |
6,987
-600
| -8% | -$30K | 0.12% | 67 |
|
|
2023
Q2 | $377K | Sell |
7,587
-3,800
| -33% | -$189K | 0.13% | 63 |
|
|
2023
Q1 | $565K | Sell |
11,387
-900
| -7% | -$44.7K | 0.19% | 49 |
|
|
2022
Q4 | $605K | Buy |
12,287
+600
| +5% | +$29.5K | 0.21% | 42 |
|
|
2022
Q3 | $576K | Sell |
11,687
-200
| -2% | -$9.86K | 0.23% | 41 |
|
|
2022
Q2 | $586K | Sell |
11,887
-1,300
| -10% | -$64.1K | 0.22% | 43 |
|
|
2022
Q1 | $654K | Sell |
13,187
-180
| -1% | -$8.93K | 0.23% | 37 |
|
|
2021
Q4 | $668K | Sell |
13,367
-2,920
| -18% | -$146K | 0.21% | 40 |
|
|
2021
Q3 | $817K | Sell |
16,287
-2,950
| -15% | -$148K | 0.27% | 33 |
|
|
2021
Q2 | $965K | Buy |
19,237
+1,000
| +5% | +$50.2K | 0.34% | 33 |
|
|
2021
Q1 | $915K | Buy |
18,237
+3,400
| +23% | +$171K | 0.34% | 32 |
|
|
2020
Q4 | $744K | Buy |
14,837
+1,900
| +15% | +$95.3K | 0.3% | 35 |
|
|
2020
Q3 | $648K | Buy |
12,937
+7,787
| +151% | +$390K | 0.31% | 36 |
|
|
2020
Q2 | $258K | Buy |
5,150
+1,000
| +24% | +$50.1K | 0.12% | 66 |
|
|
2020
Q1 | $201K | Sell |
4,150
-56,980
| -93% | -$2.76M | 0.11% | 72 |
|
|
2019
Q4 | $3.07M | Buy |
61,130
+7,380
| +14% | +$371K | 1.15% | 29 |
|
|
2019
Q3 | $2.71M | Buy |
53,750
+30,950
| +136% | +$1.56M | 1.03% | 32 |
|
|
2019
Q2 | $1.15M | Hold |
22,800
| – | – | 0.46% | 53 |
|
|
2019
Q1 | $1.15M | Sell |
22,800
-36
| -0.2% | -$1.81K | 0.39% | 62 |
|
|
2018
Q4 | $1.14M | Hold |
22,836
| – | – | 0.43% | 56 |
|
|
2018
Q3 | $1.15M | Sell |
22,836
-6,100
| -21% | -$306K | 0.34% | 67 |
|
|
2018
Q2 | $1.45M | Buy |
28,936
+2,450
| +9% | +$123K | 0.43% | 57 |
|
|
2018
Q1 | $1.33M | Sell |
26,486
-16,700
| -39% | -$838K | 0.37% | 63 |
|
|
2017
Q4 | $2.16M | Sell |
43,186
-10,164
| -19% | -$509K | 0.59% | 51 |
|
|
2017
Q3 | $2.68M | Sell |
53,350
-5,200
| -9% | -$262K | 0.76% | 43 |
|
|
2017
Q2 | $2.94M | Buy |
58,550
+15,700
| +37% | +$789K | 0.84% | 41 |
|
|
2017
Q1 | $2.15M | Buy |
42,850
+4,000
| +10% | +$201K | 0.62% | 51 |
|
|
2016
Q4 | $1.95M | Sell |
38,850
-9,500
| -20% | -$477K | 0.56% | 51 |
|
|
2016
Q3 | $2.43M | Buy |
48,350
+12,250
| +34% | +$615K | 0.73% | 42 |
|
|
2016
Q2 | $1.81M | Buy |
36,100
+5,000
| +16% | +$251K | 0.58% | 49 |
|
|
2016
Q1 | $1.56M | Buy |
31,100
+9,200
| +42% | +$461K | 0.52% | 53 |
|
|
2015
Q4 | $1.1M | Buy |
21,900
+14,000
| +177% | +$700K | 0.31% | 62 |
|
|
2015
Q3 | $396K | Buy |
7,900
+1,591
| +25% | +$79.8K | 0.1% | 86 |
|
|
2015
Q2 | $316K | Buy |
+6,309
| New | +$316K | 0.07% | 99 |
|