Windsor Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Windsor Capital Management’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Sell	6,684 -240	-3%	-$12.3K	0.1%	98
2025 Q1	$352K	Sell	6,924 -423	-6%	-$21.5K	0.11%	96
2024 Q4	$371K	Sell	7,347 -140	-2%	-$7.07K	0.11%	94
2024 Q3	$384K	Sell	7,487 -112	-1%	-$5.74K	0.11%	95
2024 Q2	$382K	Sell	7,599 -237	-3%	-$11.9K	0.12%	92
2024 Q1	$395K	Sell	7,836 -707	-8%	-$35.7K	0.12%	88
2023 Q4	$432K	Sell	8,543 -747	-8%	-$37.7K	0.14%	83
2023 Q3	$463K	Sell	9,290 -2,015	-18%	-$101K	0.16%	79
2023 Q2	$562K	Sell	11,305 -795	-7%	-$39.5K	0.19%	74
2023 Q1	$600K	Sell	12,100 -2,359	-16%	-$117K	0.21%	67
2022 Q4	$712K	Sell	14,459 -2,147	-13%	-$106K	0.26%	60
2022 Q3	$818K	Sell	16,606 -1,992	-11%	-$98.1K	0.31%	52
2022 Q2	$916K	Sell	18,598 -5,412	-23%	-$267K	0.33%	52
2022 Q1	$1.19M	Sell	24,010 -3,925	-14%	-$195K	0.37%	50
2021 Q4	$1.4M	Buy	27,935 +1,659	+6%	+$82.8K	0.42%	44
2021 Q3	$1.32M	Sell	26,276 -4,461	-15%	-$224K	0.42%	44
2021 Q2	$1.54M	Sell	30,737 -233	-0.8%	-$11.7K	0.51%	38
2021 Q1	$1.55M	Sell	30,970 -2,175	-7%	-$109K	0.54%	37
2020 Q4	$1.66M	Buy	33,145 +49	+0.1%	+$2.46K	0.62%	34
2020 Q3	$1.66M	Sell	33,096 -1,738	-5%	-$87.1K	0.69%	35
2020 Q2	$1.74M	Sell	34,834 -1,092	-3%	-$54.6K	0.75%	33
2020 Q1	$1.74M	Buy	35,926 +281	+0.8%	+$13.6K	0.88%	31
2019 Q4	$1.79M	Buy	35,645 +5,286	+17%	+$266K	0.75%	31
2019 Q3	$1.53M	Buy	30,359 +870	+3%	+$43.8K	0.68%	38
2019 Q2	$1.48M	Buy	29,489 +4,723	+19%	+$238K	0.68%	37
2019 Q1	$1.24M	Buy	24,766 +2,370	+11%	+$119K	0.59%	45
2018 Q4	$1.12M	Sell	22,396 -7,548	-25%	-$376K	0.58%	46
2018 Q3	$1.5M	Buy	29,944 +916	+3%	+$45.9K	0.68%	38
2018 Q2	$1.46M	Sell	29,028 -5,883	-17%	-$295K	0.68%	39
2018 Q1	$1.75M	Buy	34,911 +13,264	+61%	+$665K	0.83%	28
2017 Q4	$1.08M	Buy	+21,647	New	+$1.08M	0.51%	45