Physician Wealth Solutions’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 | $403K | Hold |
7,893
| – | – | 0.19% | 37 |
|
|
2025
Q1 | $402K | Buy |
7,893
+4
| +0.1% | +$203 | 0.2% | 33 |
|
|
2024
Q4 | $398K | Hold |
7,889
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $401K | Buy |
7,889
+2,883
| +58% | +$146K | 0.2% | 33 |
|
|
2024
Q2 | $252K | Buy |
5,006
+28
| +0.6% | +$1.41K | 0.18% | 36 |
|
|
2024
Q1 | $251K | Hold |
4,978
| – | – | 0.21% | 34 |
|
|
2023
Q4 | $251K | Buy |
+4,978
| New | +$251K | 0.25% | 34 |
|