WestHill Financial Advisors’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 | $223K | Hold |
4,367
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $222K | Sell |
4,367
-10
| -0.2% | -$509 | 0.05% | 68 |
|
|
2024
Q4 | $221K | Buy |
4,377
+98
| +2% | +$4.95K | 0.05% | 69 |
|
|
2024
Q3 | $219K | Buy |
4,279
+89
| +2% | +$4.56K | 0.05% | 70 |
|
|
2024
Q2 | $211K | Hold |
4,190
| – | – | 0.05% | 66 |
|
|
2024
Q1 | $211K | Hold |
4,190
| – | – | 0.05% | 71 |
|
|
2023
Q4 | $212K | Hold |
4,190
| – | – | 0.06% | 70 |
|
|
2023
Q3 | $209K | Sell |
4,190
-69
| -2% | -$3.44K | 0.06% | 66 |
|
|
2023
Q2 | $212K | Hold |
4,259
| – | – | 0.06% | 62 |
|
|
2023
Q1 | $211K | Buy |
+4,259
| New | +$211K | 0.06% | 61 |
|