WJ Wealth 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 | $1.2M | Buy |
23,550
+4,000
| +20% | +$204K | 0.38% | 43 |
|
|
2025
Q1 | $995K | Hold |
19,550
| – | – | 0.35% | 42 |
|
|
2024
Q4 | $987K | Sell |
19,550
-600
| -3% | -$30.3K | 0.34% | 41 |
|
|
2024
Q3 | $1.03M | Sell |
20,150
-7,300
| -27% | -$374K | 0.36% | 37 |
|
|
2024
Q2 | $1.38M | Sell |
27,450
-500
| -2% | -$25.2K | 0.5% | 35 |
|
|
2024
Q1 | $1.41M | Sell |
27,950
-1,300
| -4% | -$65.6K | 0.56% | 38 |
|
|
2023
Q4 | $1.48M | Sell |
29,250
-300
| -1% | -$15.2K | 0.64% | 34 |
|
|
2023
Q3 | $1.47M | Sell |
29,550
-6,300
| -18% | -$314K | 0.72% | 29 |
|
|
2023
Q2 | $1.78M | Buy |
35,850
+30,425
| +561% | +$1.51M | 0.84% | 27 |
|
|
2023
Q1 | $269K | Buy |
5,425
+575
| +12% | +$28.5K | 0.18% | 46 |
|
|
2022
Q4 | $239K | Buy |
+4,850
| New | +$239K | 0.14% | 50 |
|
|
2020
Q1 | – | Sell |
-5,675
| Closed | -$285K | – | 30 |
|
|
2019
Q4 | $285K | Buy |
+5,675
| New | +$285K | 0.72% | 31 |
|