Western 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 | $267K | Buy |
5,227
+751
| +17% | +$38.4K | 0.02% | 589 |
|
|
2025
Q1 | $228K | Buy |
4,476
+19
| +0.4% | +$967 | 0.02% | 610 |
|
|
2024
Q4 | $225K | Buy |
4,457
+25
| +0.6% | +$1.26K | 0.01% | 606 |
|
|
2024
Q3 | $227K | Sell |
4,432
-168
| -4% | -$8.61K | 0.01% | 681 |
|
|
2024
Q2 | $232K | Buy |
4,600
+102
| +2% | +$5.13K | 0.02% | 582 |
|
|
2024
Q1 | $227K | Buy |
+4,498
| New | +$227K | 0.02% | 588 |
|
|
2022
Q4 | – | Sell |
-5,621
| Closed | -$277K | – | 736 |
|
|
2022
Q3 | $277K | Sell |
5,621
-187
| -3% | -$9.22K | 0.02% | 655 |
|
|
2022
Q2 | $287K | Sell |
5,808
-5,721
| -50% | -$283K | 0.02% | 631 |
|
|
2022
Q1 | $571K | Buy |
11,529
+6,106
| +113% | +$302K | 0.03% | 492 |
|
|
2021
Q4 | $270K | Buy |
+5,423
| New | +$270K | 0.03% | 507 |
|
|
2021
Q2 | $332K | Buy |
6,611
+1,036
| +19% | +$52K | 0.03% | 462 |
|
|
2021
Q1 | $280K | Sell |
5,575
-126
| -2% | -$6.33K | 0.04% | 417 |
|
|
2020
Q4 | $286K | Sell |
5,701
-2,820
| -33% | -$141K | 0.04% | 367 |
|
|
2020
Q3 | $427K | Buy |
8,521
+1,403
| +20% | +$70.3K | 0.07% | 268 |
|
|
2020
Q2 | $356K | Buy |
7,118
+236
| +3% | +$11.8K | 0.06% | 281 |
|
|
2020
Q1 | $333K | Buy |
6,882
+2,366
| +52% | +$114K | 0.08% | 248 |
|
|
2019
Q4 | $227K | Sell |
4,516
-2,423
| -35% | -$122K | 0.03% | 362 |
|
|
2019
Q3 | $348K | Buy |
6,939
+1,313
| +23% | +$65.8K | 0.07% | 263 |
|
|
2019
Q2 | $282K | Sell |
5,626
-510
| -8% | -$25.6K | 0.04% | 316 |
|
|
2019
Q1 | $307K | Sell |
6,136
-2,862
| -32% | -$143K | 0.07% | 283 |
|
|
2018
Q4 | $446K | Buy |
+8,998
| New | +$446K | 0.12% | 189 |
|