Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $282K | Sell |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $446K | Buy |
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