Gerber Kawasaki Wealth & 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 | $261K | Sell |
5,109
-155
| -3% | -$7.92K | 0.01% | 276 |
|
|
2025
Q1 | $268K | Buy |
5,264
+718
| +16% | +$36.5K | 0.01% | 262 |
|
|
2024
Q4 | $230K | Buy |
4,546
+208
| +5% | +$10.5K | 0.01% | 261 |
|
|
2024
Q3 | $222K | Sell |
4,338
-692
| -14% | -$35.5K | 0.01% | 268 |
|
|
2024
Q2 | $253K | Buy |
5,030
+17
| +0.3% | +$856 | 0.01% | 247 |
|
|
2024
Q1 | $253K | Sell |
5,013
-595
| -11% | -$30K | 0.01% | 243 |
|
|
2023
Q4 | $283K | Sell |
5,608
-2,696
| -32% | -$136K | 0.02% | 209 |
|
|
2023
Q3 | $414K | Sell |
8,304
-4,239
| -34% | -$211K | 0.03% | 172 |
|
|
2023
Q2 | $624K | Buy |
12,543
+1
| +0% | +$50 | 0.04% | 149 |
|
|
2023
Q1 | $622K | Sell |
12,542
-1,855
| -13% | -$92K | 0.05% | 152 |
|
|
2022
Q4 | $709K | Sell |
14,397
-7,004
| -33% | -$345K | 0.06% | 144 |
|
|
2022
Q3 | $1.05M | Sell |
21,401
-868
| -4% | -$42.7K | 0.1% | 112 |
|
|
2022
Q2 | $1.1M | Buy |
22,269
+2,238
| +11% | +$110K | 0.1% | 110 |
|
|
2022
Q1 | $992K | Sell |
20,031
-1,250
| -6% | -$61.9K | 0.08% | 113 |
|
|
2021
Q4 | $1.06M | Sell |
21,281
-9,970
| -32% | -$498K | 0.08% | 103 |
|
|
2021
Q3 | $1.57M | Sell |
31,251
-5,638
| -15% | -$283K | 0.2% | 58 |
|
|
2021
Q2 | $1.85M | Sell |
36,889
-3,433
| -9% | -$172K | 0.19% | 80 |
|
|
2021
Q1 | $2.02M | Sell |
40,322
-2,654
| -6% | -$133K | 0.24% | 67 |
|
|
2020
Q4 | $2.16M | Sell |
42,976
-6,157
| -13% | -$309K | 0.3% | 60 |
|
|
2020
Q3 | $2.46M | Buy |
49,133
+9,949
| +25% | +$499K | 0.53% | 37 |
|
|
2020
Q2 | $1.96M | Buy |
39,184
+8,549
| +28% | +$427K | 0.43% | 48 |
|
|
2020
Q1 | $1.49M | Buy |
30,635
+1,047
| +4% | +$50.8K | 0.42% | 51 |
|
|
2019
Q4 | $1.49M | Buy |
29,588
+8,396
| +40% | +$422K | 0.37% | 55 |
|
|
2019
Q3 | $1.07M | Sell |
21,192
-23,618
| -53% | -$1.19M | 0.31% | 56 |
|
|
2019
Q2 | $2.26M | Sell |
44,810
-2,905
| -6% | -$146K | 0.66% | 36 |
|
|
2019
Q1 | $2.4M | Buy |
47,715
+5,778
| +14% | +$290K | 0.71% | 37 |
|
|
2018
Q4 | $2.09M | Buy |
41,937
+33,502
| +397% | +$1.67M | 0.73% | 38 |
|
|
2018
Q3 | $422K | Buy |
+8,435
| New | +$422K | 0.11% | 76 |
|
|
2018
Q2 | – | Sell |
-5,695
| Closed | -$285K | – | 113 |
|
|
2018
Q1 | $285K | Buy |
+5,695
| New | +$285K | 0.09% | 87 |
|