Oxinas Partners Wealth 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
2026
Q2
$528K Buy
10,419
+2,028
+24% +$103K 0.21% 83
2026
Q1
$427K Buy
8,391
+246
+3% +$12.6K 0.19% 89
2025
Q4
$416K Buy
8,145
+89
+1% +$4.56K 0.2% 87
2025
Q3
$413K Sell
8,056
-521
-6% -$26.6K 0.22% 80
2025
Q2
$438K Sell
8,577
-2,938
-26% -$149K 0.23% 84
2025
Q1
$586K Buy
11,515
+316
+3% +$16K 0.35% 67
2024
Q4
$566K Sell
11,199
-266
-2% -$13.5K 0.33% 68
2024
Q3
$587K Buy
11,465
+3,034
+36% +$154K 0.36% 65
2024
Q2
$424K Sell
8,431
-6,659
-44% -$334K 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% -$247K 1.11% 28
2023
Q3
$1.79M Buy
35,793
+15,523
+77% +$772K 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% +$36.3K 0.74% 37
2022
Q4
$980K Buy
19,899
+1,162
+6% +$57.1K 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% -$7.32K 0.75% 35
2022
Q1
$997K Buy
20,103
+1,079
+6% +$53.7K 0.62% 41
2021
Q4
$950K Sell
19,024
-5,771
-23% -$289K 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% +$93.8K 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

Other funds holding NEAR