Westside Investment 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 | $879K | Sell |
17,200
-14,450
| -46% | -$738K | 0.16% | 125 |
|
|
2025
Q1 | $1.61M | Sell |
31,650
-800
| -2% | -$40.7K | 0.34% | 78 |
|
|
2024
Q4 | $1.64M | Buy |
32,450
+1,550
| +5% | +$78.3K | 0.35% | 73 |
|
|
2024
Q3 | $1.57M | Buy |
30,900
+700
| +2% | +$35.7K | 0.34% | 79 |
|
|
2024
Q2 | $1.52M | Buy |
30,200
+1,300
| +4% | +$65.5K | 0.35% | 74 |
|
|
2024
Q1 | $1.46M | Buy |
28,900
+6,300
| +28% | +$318K | 0.35% | 76 |
|
|
2023
Q4 | $1.14M | Sell |
22,600
-3,600
| -14% | -$182K | 0.29% | 92 |
|
|
2023
Q3 | $1.31M | Sell |
26,200
-6,950
| -21% | -$347K | 0.38% | 70 |
|
|
2023
Q2 | $1.65M | Buy |
+33,150
| New | +$1.65M | 0.47% | 59 |
|