4J 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 | $521K | Hold |
10,189
| – | – | 0.35% | 50 |
|
|
2025
Q1 | $518K | Hold |
10,189
| – | – | 0.41% | 45 |
|
|
2024
Q4 | $515K | Sell |
10,189
-738
| -7% | -$37.3K | 0.42% | 41 |
|
|
2024
Q3 | $560K | Buy |
10,927
+9
| +0.1% | +$461 | 0.43% | 43 |
|
|
2024
Q2 | $550K | Sell |
10,918
-137
| -1% | -$6.9K | 0.45% | 42 |
|
|
2024
Q1 | $558K | Sell |
11,055
-69
| -0.6% | -$3.48K | 0.48% | 42 |
|
|
2023
Q4 | $562K | Sell |
11,124
-27
| -0.2% | -$1.36K | 0.51% | 44 |
|
|
2023
Q3 | $556K | Buy |
11,151
+598
| +6% | +$29.8K | 0.55% | 43 |
|
|
2023
Q2 | $525K | Buy |
10,553
+17
| +0.2% | +$845 | 0.51% | 44 |
|
|
2023
Q1 | $523K | Buy |
10,536
+4
| +0% | +$198 | 0.56% | 40 |
|
|
2022
Q4 | $519K | Sell |
10,532
-114
| -1% | -$5.62K | 0.6% | 38 |
|
|
2022
Q3 | $524K | Sell |
10,646
-1,696
| -14% | -$83.5K | 0.67% | 33 |
|
|
2022
Q2 | $608K | Sell |
12,342
-3,429
| -22% | -$169K | 0.76% | 32 |
|
|
2022
Q1 | $782K | Sell |
15,771
-874
| -5% | -$43.3K | 0.68% | 33 |
|
|
2021
Q4 | $831K | Sell |
16,645
-527
| -3% | -$26.3K | 0.7% | 34 |
|
|
2021
Q3 | $861K | Sell |
17,172
-264
| -2% | -$13.2K | 0.75% | 34 |
|
|
2021
Q2 | $875K | Sell |
17,436
-89
| -0.5% | -$4.47K | 0.76% | 35 |
|
|
2021
Q1 | $880K | Sell |
17,525
-434
| -2% | -$21.8K | 0.82% | 34 |
|
|
2020
Q4 | $901K | Buy |
+17,959
| New | +$901K | 0.87% | 31 |
|