Oxinas Partners Wealth 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 | $438K | Sell |
8,577
-2,938
| -26% | -$150K | 0.23% | 84 |
|
|
2025
Q1 | $586K | Buy |
11,515
+316
| +3% | +$16.1K | 0.35% | 67 |
|
|
2024
Q4 | $566K | Sell |
11,199
-266
| -2% | -$13.4K | 0.33% | 68 |
|
|
2024
Q3 | $587K | Buy |
11,465
+3,034
| +36% | +$155K | 0.36% | 65 |
|
|
2024
Q2 | $424K | Sell |
8,431
-6,659
| -44% | -$335K | 0.28% | 75 |
|
|
2024
Q1 | $761K | Sell |
15,090
-15,759
| -51% | -$795K | 0.49% | 51 |
|
|
2023
Q4 | $1.56M | Sell |
30,849
-4,944
| -14% | -$250K | 1.11% | 28 |
|
|
2023
Q3 | $1.79M | Buy |
35,793
+15,523
| +77% | +$774K | 1.33% | 26 |
|
|
2023
Q2 | $1.01M | Sell |
20,270
-362
| -2% | -$18K | 0.66% | 39 |
|
|
2023
Q1 | $1.02M | Buy |
20,632
+733
| +4% | +$36.4K | 0.74% | 37 |
|
|
2022
Q4 | $980K | Buy |
19,899
+1,162
| +6% | +$57.3K | 0.83% | 34 |
|
|
2022
Q3 | $923K | Sell |
18,737
-1,218
| -6% | -$60K | 0.76% | 34 |
|
|
2022
Q2 | $983K | Sell |
19,955
-148
| -0.7% | -$7.29K | 0.75% | 35 |
|
|
2022
Q1 | $997K | Buy |
20,103
+1,079
| +6% | +$53.5K | 0.62% | 41 |
|
|
2021
Q4 | $950K | Sell |
19,024
-5,771
| -23% | -$288K | 0.54% | 50 |
|
|
2021
Q3 | $1.24M | Buy |
24,795
+450
| +2% | +$22.6K | 0.72% | 44 |
|
|
2021
Q2 | $1.22M | Buy |
24,345
+1,869
| +8% | +$93.7K | 0.7% | 45 |
|
|
2021
Q1 | $1.13M | Sell |
22,476
-166
| -0.7% | -$8.33K | 0.72% | 45 |
|
|
2020
Q4 | $1.14M | Buy |
+22,642
| New | +$1.14M | 0.84% | 34 |
|