Gerber Kawasaki Wealth & Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $992K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $2.02M | Sell |
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|
2020
Q4 | $2.16M | Sell |
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|
2020
Q3 | $2.46M | Buy |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $2.4M | Buy |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $422K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $285K | Buy |
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