Laird Norton Wetherby Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,031
| Closed | -$201K | – | 947 |
|
|
2023
Q3 | $201K | Hold |
4,031
| – | – | 0.01% | 816 |
|
|
2023
Q2 | $200K | Sell |
4,031
-4,036
| -50% | -$201K | 0.01% | 849 |
|
|
2023
Q1 | $400K | Hold |
8,067
| – | – | 0.02% | 608 |
|
|
2022
Q4 | $397K | Hold |
8,067
| – | – | 0.03% | 591 |
|
|
2022
Q3 | $397K | Hold |
8,067
| – | – | 0.03% | 564 |
|
|
2022
Q2 | $397K | Hold |
8,067
| – | – | 0.03% | 573 |
|
|
2022
Q1 | $400K | Sell |
8,067
-2,623
| -25% | -$130K | 0.02% | 588 |
|
|
2021
Q4 | $534K | Buy |
10,690
+5,206
| +95% | +$260K | 0.03% | 494 |
|
|
2021
Q3 | $275K | Hold |
5,484
| – | – | 0.02% | 733 |
|
|
2021
Q2 | $275K | Hold |
5,484
| – | – | 0.02% | 735 |
|
|
2021
Q1 | $275K | Hold |
5,484
| – | – | 0.02% | 635 |
|
|
2020
Q4 | $275K | Hold |
5,484
| – | – | 0.02% | 685 |
|
|
2020
Q3 | $275K | Hold |
5,484
| – | – | 0.02% | 544 |
|
|
2020
Q2 | $274K | Hold |
5,484
| – | – | 0.03% | 548 |
|
|
2020
Q1 | $266K | Hold |
5,484
| – | – | 0.03% | 482 |
|
|
2019
Q4 | $276K | Sell |
5,484
-92
| -2% | -$4.63K | 0.03% | 558 |
|
|
2019
Q3 | $281K | Sell |
5,576
-372
| -6% | -$18.7K | 0.03% | 567 |
|
|
2019
Q2 | $299K | Buy |
5,948
+464
| +8% | +$23.3K | 0.03% | 534 |
|
|
2019
Q1 | $276K | Hold |
5,484
| – | – | 0.03% | 537 |
|
|
2018
Q4 | $273K | Hold |
5,484
| – | – | 0.04% | 494 |
|
|
2018
Q3 | $275K | Hold |
5,484
| – | – | 0.03% | 519 |
|
|
2018
Q2 | $275K | Hold |
5,484
| – | – | 0.04% | 504 |
|
|
2018
Q1 | $275K | Sell |
5,484
-230
| -4% | -$11.5K | 0.04% | 498 |
|
|
2017
Q4 | $286K | Buy |
+5,714
| New | +$286K | 0.04% | 485 |
|