Umpqua Bank’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 | $359K | Buy |
7,068
+1,783
| +34% | +$90.6K | 0.11% | 131 |
|
|
2025
Q1 | $269K | Sell |
5,285
-5,842
| -53% | -$297K | 0.09% | 136 |
|
|
2024
Q4 | $561K | Sell |
11,127
-8,052
| -42% | -$406K | 0.19% | 99 |
|
|
2024
Q3 | $983K | Sell |
19,179
-11,334
| -37% | -$581K | 0.36% | 74 |
|
|
2024
Q2 | $1.54M | Sell |
30,513
-27,368
| -47% | -$1.38M | 0.59% | 45 |
|
|
2024
Q1 | $2.92M | Buy |
+57,881
| New | +$2.92M | 1.2% | 17 |
|