Advisornet Financial’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 | $81.7K | Buy |
1,599
+162
| +11% | +$8.28K | 0.01% | 812 |
|
|
2025
Q1 | $73.1K | Sell |
1,437
-300
| -17% | -$15.3K | 0.01% | 815 |
|
|
2024
Q4 | $87.7K | Buy |
1,737
+103
| +6% | +$5.2K | 0.01% | 715 |
|
|
2024
Q3 | $83.7K | Hold |
1,634
| – | – | 0.01% | 745 |
|
|
2024
Q2 | $82.3K | Hold |
1,634
| – | – | 0.01% | 682 |
|
|
2024
Q1 | $82.5K | Buy |
1,634
+1,300
| +389% | +$65.6K | 0.01% | 683 |
|
|
2023
Q4 | $16.9K | Hold |
334
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q3 | $16.7K | Hold |
334
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q2 | $16.6K | Sell |
334
-451
| -57% | -$22.4K | ﹤0.01% | 1164 |
|
|
2023
Q1 | $38.9K | Sell |
785
-173
| -18% | -$8.58K | ﹤0.01% | 862 |
|
|
2022
Q4 | $47.2K | Sell |
958
-207
| -18% | -$10.2K | ﹤0.01% | 804 |
|
|
2022
Q3 | $57K | Hold |
1,165
| – | – | 0.01% | 806 |
|
|
2022
Q2 | $57K | Sell |
1,165
-617
| -35% | -$30.2K | 0.01% | 823 |
|
|
2022
Q1 | $88K | Sell |
1,782
-9
| -0.5% | -$444 | 0.01% | 787 |
|
|
2021
Q4 | $89K | Buy |
1,791
+14
| +0.8% | +$696 | 0.01% | 845 |
|
|
2021
Q3 | $89K | Hold |
1,777
| – | – | 0.01% | 829 |
|
|
2021
Q2 | $89K | Sell |
1,777
-16
| -0.9% | -$801 | 0.01% | 812 |
|
|
2021
Q1 | $90K | Sell |
1,793
-79
| -4% | -$3.97K | 0.01% | 776 |
|
|
2020
Q4 | $94K | Sell |
1,872
-561
| -23% | -$28.2K | 0.01% | 708 |
|
|
2020
Q3 | $122K | Sell |
2,433
-98,399
| -98% | -$4.93M | 0.01% | 620 |
|
|
2020
Q2 | $5.04M | Sell |
100,832
-14,675
| -13% | -$734K | 0.41% | 54 |
|
|
2020
Q1 | $5.6M | Sell |
115,507
-18,633
| -14% | -$904K | 0.52% | 47 |
|
|
2019
Q4 | $6.74M | Buy |
134,140
+437
| +0.3% | +$22K | 0.57% | 35 |
|
|
2019
Q3 | $6.73M | Sell |
133,703
-54,633
| -29% | -$2.75M | 0.62% | 25 |
|
|
2019
Q2 | $9.48M | Buy |
188,336
+1,023
| +0.5% | +$51.5K | 1.05% | 15 |
|
|
2019
Q1 | $9.41M | Buy |
187,313
+166,244
| +789% | +$8.35M | 1.15% | 14 |
|
|
2018
Q4 | $1.05M | Buy |
21,069
+16,024
| +318% | +$799K | 0.15% | 153 |
|
|
2018
Q3 | $253K | Buy |
+5,045
| New | +$253K | 0.03% | 383 |
|