OPCM
Osborne Partners Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
23,400
| – | – | 0.06% | 144 |
|
|
2025
Q1 | $1.19M | Hold |
23,400
| – | – | 0.07% | 140 |
|
|
2024
Q4 | $1.18M | Hold |
23,400
| – | – | 0.07% | 141 |
|
|
2024
Q3 | $1.2M | Sell |
23,400
-700
| -3% | -$35.9K | 0.07% | 139 |
|
|
2024
Q2 | $1.21M | Sell |
24,100
-400
| -2% | -$20.1K | 0.07% | 136 |
|
|
2024
Q1 | $1.24M | Sell |
24,500
-1,150
| -4% | -$58K | 0.08% | 130 |
|
|
2023
Q4 | $1.3M | Buy |
25,650
+165
| +0.6% | +$8.34K | 0.08% | 129 |
|
|
2023
Q3 | $1.27M | Sell |
25,485
-10,515
| -29% | -$525K | 0.09% | 122 |
|
|
2023
Q2 | $1.79M | Sell |
36,000
-1,940
| -5% | -$96.5K | 0.13% | 117 |
|
|
2023
Q1 | $1.88M | Sell |
37,940
-12,580
| -25% | -$624K | 0.14% | 120 |
|
|
2022
Q4 | $2.49M | Sell |
50,520
-8,550
| -14% | -$421K | 0.2% | 113 |
|
|
2022
Q3 | $2.91M | Sell |
59,070
-5,325
| -8% | -$262K | 0.24% | 104 |
|
|
2022
Q2 | $3.17M | Sell |
64,395
-48,780
| -43% | -$2.4M | 0.24% | 100 |
|
|
2022
Q1 | $5.61M | Sell |
113,175
-5,000
| -4% | -$248K | 0.41% | 78 |
|
|
2021
Q4 | $5.9M | Buy |
118,175
+8,150
| +7% | +$407K | 0.43% | 72 |
|
|
2021
Q3 | $5.52M | Buy |
110,025
+450
| +0.4% | +$22.6K | 0.44% | 72 |
|
|
2021
Q2 | $5.5M | Sell |
109,575
-14,445
| -12% | -$725K | 0.45% | 73 |
|
|
2021
Q1 | $6.23M | Buy |
+124,020
| New | +$6.23M | 0.57% | 63 |
|