World Investment 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 | $1.88M | Buy |
36,796
+22,633
| +160% | +$1.16M | 0.04% | 383 |
|
|
2025
Q1 | $720K | Buy |
14,163
+1,477
| +12% | +$75.1K | 0.02% | 587 |
|
|
2024
Q4 | $641K | Sell |
12,686
-66,962
| -84% | -$3.38M | 0.02% | 589 |
|
|
2024
Q3 | $4.08M | Sell |
79,648
-3,417
| -4% | -$175K | 0.13% | 180 |
|
|
2024
Q2 | $4.18M | Buy |
83,065
+48
| +0.1% | +$2.42K | 0.26% | 83 |
|
|
2024
Q1 | $4.19M | Buy |
83,017
+57,271
| +222% | +$2.89M | 0.6% | 36 |
|
|
2023
Q4 | $1.3M | Sell |
25,746
-13,018
| -34% | -$658K | 0.17% | 114 |
|
|
2023
Q3 | $1.93M | Sell |
38,764
-5,029
| -11% | -$251K | 0.38% | 52 |
|
|
2023
Q2 | $2.18M | Buy |
43,793
+19,853
| +83% | +$987K | 0.42% | 45 |
|
|
2023
Q1 | $1.19M | Buy |
23,940
+11,910
| +99% | +$591K | 0.25% | 73 |
|
|
2022
Q4 | $593K | Sell |
12,030
-10,144
| -46% | -$500K | 0.14% | 112 |
|
|
2022
Q3 | $1.09M | Sell |
22,174
-5,877
| -21% | -$289K | 0.26% | 63 |
|
|
2022
Q2 | $1.38M | Buy |
28,051
+8,671
| +45% | +$428K | 0.29% | 52 |
|
|
2022
Q1 | $961K | Sell |
19,380
-1,980
| -9% | -$98.2K | 0.2% | 92 |
|
|
2021
Q4 | $1.06M | Sell |
21,360
-6,149
| -22% | -$306K | 0.22% | 84 |
|
|
2021
Q3 | $1.38M | Buy |
27,509
+3,339
| +14% | +$167K | 0.31% | 56 |
|
|
2021
Q2 | $1.21M | Sell |
24,170
-20
| -0.1% | -$1K | 0.28% | 63 |
|
|
2021
Q1 | $1.21M | Buy |
24,190
+4,621
| +24% | +$232K | 0.29% | 62 |
|
|
2020
Q4 | $983K | Sell |
19,569
-13,621
| -41% | -$684K | 0.25% | 72 |
|
|
2020
Q3 | $1.66M | Buy |
33,190
+14,152
| +74% | +$709K | 0.57% | 35 |
|
|
2020
Q2 | $953K | Buy |
19,038
+10,348
| +119% | +$518K | 0.33% | 52 |
|
|
2020
Q1 | $422K | Buy |
8,690
+741
| +9% | +$36K | 0.2% | 76 |
|
|
2019
Q4 | $399K | Sell |
7,949
-61
| -0.8% | -$3.06K | 0.16% | 88 |
|
|
2019
Q3 | $403K | Sell |
8,010
-1,220
| -13% | -$61.4K | 0.17% | 72 |
|
|
2019
Q2 | $465K | Buy |
9,230
+2,486
| +37% | +$125K | 0.21% | 63 |
|
|
2019
Q1 | $339K | Buy |
6,744
+352
| +6% | +$17.7K | 0.15% | 76 |
|
|
2018
Q4 | $320K | Buy |
+6,392
| New | +$320K | 0.14% | 98 |
|