Nikulski Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Nikulski Financial’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Hold	6,535	–	–	0.09%	114
2025 Q1	$332K	Buy	6,535 +1,115	+21%	+$56.7K	0.1%	104
2024 Q4	$274K	Buy	5,420 +1,300	+32%	+$65.7K	0.08%	113
2024 Q3	$211K	Sell	4,120 -32,110	-89%	-$1.65M	0.06%	129
2024 Q2	$1.82M	Buy	36,230 +1,930	+6%	+$97.1K	0.58%	47
2024 Q1	$1.73M	Buy	34,300 +346	+1%	+$17.5K	0.57%	47
2023 Q4	$1.72M	Sell	33,954 -382	-1%	-$19.3K	0.63%	41
2023 Q3	$1.71M	Buy	34,336 +1,421	+4%	+$70.9K	0.71%	39
2023 Q2	$1.64M	Sell	32,915 -448	-1%	-$22.3K	0.68%	42
2023 Q1	$1.65M	Buy	33,363 +817	+3%	+$40.5K	0.73%	40
2022 Q4	$1.6M	Buy	32,546 +1,004	+3%	+$49.5K	0.76%	42
2022 Q3	$1.55M	Buy	31,542 +1,614	+5%	+$79.5K	0.8%	36
2022 Q2	$1.47M	Buy	29,928 +2,937	+11%	+$145K	0.73%	38
2022 Q1	$1.34M	Buy	26,991 +2,225	+9%	+$110K	0.57%	46
2021 Q4	$1.24M	Buy	24,766 +4,296	+21%	+$215K	0.52%	50
2021 Q3	$1.03M	Buy	20,470 +1,774	+9%	+$88.9K	0.47%	62
2021 Q2	$938K	Buy	18,696 +1,859	+11%	+$93.3K	0.44%	63
2021 Q1	$845K	Buy	16,837 +7,748	+85%	+$389K	0.43%	62
2020 Q4	$456K	Buy	9,089 +1,307	+17%	+$65.6K	0.25%	75
2020 Q3	$390K	Buy	7,782 +712	+10%	+$35.7K	0.25%	73
2020 Q2	$354K	Sell	7,070 -550	-7%	-$27.5K	0.25%	77
2020 Q1	$370K	Sell	7,620 -7,491	-50%	-$364K	0.32%	62
2019 Q4	$761K	Buy	15,111 +1,860	+14%	+$93.7K	0.55%	43
2019 Q3	$666K	Buy	13,251 +571	+5%	+$28.7K	0.55%	43
2019 Q2	$638K	Buy	12,680 +1,584	+14%	+$79.7K	0.54%	43
2019 Q1	$557K	Sell	11,096 -6,869	-38%	-$345K	0.54%	41
2018 Q4	$896K	Sell	17,965 -197	-1%	-$9.83K	0.94%	33
2018 Q3	$910K	Buy	18,162 +10,170	+127%	+$510K	0.85%	34
2018 Q2	$401K	Sell	7,992 -35,437	-82%	-$1.78M	0.37%	52
2018 Q1	$2.18M	Buy	43,429 +25,638	+144%	+$1.29M	2.16%	18
2017 Q4	$892K	Buy	+17,791	New	+$892K	0.96%	33