PAM
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Peak Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Peak Asset Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,998
Closed -$1M – 127
2019
Q4 		$1M Buy
19,998
+11,309
+130% +$569K 0.3% 54
2019
Q3 		$437K Buy
8,689
+1,268
+17% +$63.8K 0.14% 78
2019
Q2 		$373K Sell
7,421
-4,075
-35% -$205K 0.12% 89
2019
Q1 		$578K Buy
11,496
+3,877
+51% +$194K 0.2% 71
2018
Q4 		$380K Buy
7,619
+850
+13% +$42.5K 0.14% 86
2018
Q3 		$340K Buy
+6,769
New +$339K 0.11% 92
2015
Q2 		– Sell
-4,990
Closed -$250K – 126
2015
Q1 		$250K Buy
+4,990
New +$250K 0.12% 101

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