Winch Advisory Services’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 | $3.85K | Buy |
75
+1
| +1% | +$51 | ﹤0.01% | 365 |
|
|
2025
Q1 | $3.79K | Hold |
74
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $3.73K | Buy |
74
+1
| +1% | +$50 | ﹤0.01% | 395 |
|
|
2024
Q3 | $3.72K | Buy |
73
+1
| +1% | +$51 | ﹤0.01% | 337 |
|
|
2024
Q2 | $3.61K | Buy |
72
+1
| +1% | +$50 | ﹤0.01% | 338 |
|
|
2024
Q1 | $3.57K | Buy |
71
+1
| +1% | +$50 | ﹤0.01% | 336 |
|
|
2023
Q4 | $3.55K | Buy |
70
+1
| +1% | +$51 | ﹤0.01% | 325 |
|
|
2023
Q3 | $3K | Buy |
69
+1
| +1% | +$43 | ﹤0.01% | 335 |
|
|
2023
Q2 | $3K | Buy |
68
+1
| +1% | +$44 | ﹤0.01% | 335 |
|
|
2023
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $3K | Sell |
67
-1,180
| -95% | -$52.8K | ﹤0.01% | 319 |
|
|
2022
Q3 | $61K | Sell |
1,247
-2,503
| -67% | -$122K | 0.03% | 105 |
|
|
2022
Q2 | $185K | Buy |
3,750
+2,509
| +202% | +$124K | 0.08% | 73 |
|
|
2022
Q1 | $62K | Buy |
1,241
+2
| +0.2% | +$100 | 0.02% | 119 |
|
|
2021
Q4 | $62K | Sell |
1,239
-28
| -2% | -$1.4K | 0.02% | 122 |
|
|
2021
Q3 | $64K | Buy |
1,267
+3
| +0.2% | +$152 | 0.02% | 120 |
|
|
2021
Q2 | $63K | Buy |
1,264
+2
| +0.2% | +$100 | 0.02% | 117 |
|
|
2021
Q1 | $63K | Buy |
1,262
+1,196
| +1,812% | +$59.7K | 0.03% | 109 |
|
|
2020
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 347 |
|
|
2020
Q3 | $3K | Buy |
66
+1
| +2% | +$45 | ﹤0.01% | 303 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 301 |
|
|
2020
Q1 | $3K | Sell |
65
-256,715
| -100% | -$11.8M | ﹤0.01% | 257 |
|
|
2019
Q4 | $12.9M | Sell |
256,780
-71,972
| -22% | -$3.62M | 6.12% | 4 |
|
|
2019
Q3 | $16.5M | Buy |
328,752
+7,321
| +2% | +$369K | 8.62% | 1 |
|
|
2019
Q2 | $16.2M | Buy |
+321,431
| New | +$16.2M | 8.43% | 1 |
|
|
2019
Q1 | – | Sell |
-113,689
| Closed | -$5.67M | – | 393 |
|
|
2018
Q4 | $5.67M | Buy |
+113,689
| New | +$5.67M | 3.15% | 9 |
|