AE 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 | $52.3K | Buy |
1,023
+218
| +27% | +$11.1K | ﹤0.01% | 1598 |
|
|
2025
Q1 | $41K | Sell |
805
-53
| -6% | -$2.7K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $43.3K | Buy |
+858
| New | +$43.3K | ﹤0.01% | 1579 |
|
|
2024
Q1 | – | Sell |
-71,358
| Closed | -$3.62M | – | 1688 |
|
|
2023
Q4 | $3.62M | Buy |
71,358
+38,981
| +120% | +$1.98M | 0.02% | 698 |
|
|
2023
Q3 | $1.62M | Buy |
32,377
+8,464
| +35% | +$422K | 0.01% | 920 |
|
|
2023
Q2 | $1.19M | Sell |
23,913
-14,858
| -38% | -$739K | 0.01% | 1026 |
|
|
2023
Q1 | $1.92M | Sell |
38,771
-28,179
| -42% | -$1.4M | 0.01% | 819 |
|
|
2022
Q4 | $3.3M | Sell |
66,950
-19,327
| -22% | -$952K | 0.02% | 587 |
|
|
2022
Q3 | $4.25M | Buy |
86,277
+2,073
| +2% | +$102K | 0.03% | 466 |
|
|
2022
Q2 | $4.15M | Buy |
84,204
+38,718
| +85% | +$1.91M | 0.03% | 441 |
|
|
2022
Q1 | $2.26M | Sell |
45,486
-53,071
| -54% | -$2.63M | 0.02% | 673 |
|
|
2021
Q4 | $4.92M | Buy |
98,557
+70,507
| +251% | +$3.52M | 0.03% | 419 |
|
|
2021
Q3 | $1.41M | Buy |
28,050
+2,531
| +10% | +$127K | 0.01% | 765 |
|
|
2021
Q2 | $1.28M | Sell |
25,519
-31,195
| -55% | -$1.56M | 0.01% | 755 |
|
|
2021
Q1 | $2.85M | Buy |
56,714
+5,082
| +10% | +$255K | 0.03% | 469 |
|
|
2020
Q4 | $2.59M | Sell |
51,632
-42,894
| -45% | -$2.15M | 0.03% | 425 |
|
|
2020
Q3 | $4.74M | Sell |
94,526
-5,380
| -5% | -$270K | 0.07% | 243 |
|
|
2020
Q2 | $5M | Sell |
99,906
-441,999
| -82% | -$22.1M | 0.08% | 219 |
|
|
2020
Q1 | $26.3M | Buy |
541,905
+88,042
| +19% | +$4.27M | 0.6% | 32 |
|
|
2019
Q4 | $22.8M | Buy |
453,863
+10,255
| +2% | +$515K | 0.49% | 42 |
|
|
2019
Q3 | $22.3M | Buy |
443,608
+62,501
| +16% | +$3.15M | 0.65% | 31 |
|
|
2019
Q2 | $19.2M | Buy |
381,107
+304,037
| +394% | +$15.3M | 0.58% | 38 |
|
|
2019
Q1 | $3.87M | Buy |
77,070
+71,796
| +1,361% | +$3.61M | 0.27% | 79 |
|
|
2018
Q4 | $263K | Sell |
5,274
-1,461
| -22% | -$72.9K | 0.05% | 376 |
|
|
2018
Q3 | $338K | Buy |
+6,735
| New | +$338K | 0.02% | 414 |
|