Win 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 | $817K | Sell |
15,980
-1,604
| -9% | -$82K | 0.39% | 40 |
|
|
2025
Q1 | $895K | Buy |
+17,584
| New | +$895K | 0.46% | 41 |
|
|
2024
Q4 | – | Sell |
-21,318
| Closed | -$1.09M | – | 72 |
|
|
2024
Q3 | $1.09M | Sell |
21,318
-2,035
| -9% | -$104K | 0.51% | 34 |
|
|
2024
Q2 | $1.18M | Buy |
+23,353
| New | +$1.18M | 0.52% | 28 |
|
|
2023
Q4 | – | Sell |
-30,494
| Closed | -$1.52M | – | 74 |
|
|
2023
Q3 | $1.52M | Buy |
+30,494
| New | +$1.52M | 0.75% | 24 |
|