Aletheian Wealth 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 | $1.12M | Buy |
22,007
+470
| +2% | +$24K | 0.55% | 35 |
|
|
2025
Q1 | $1.1M | Buy |
21,537
+1,047
| +5% | +$53.3K | 0.62% | 33 |
|
|
2024
Q4 | $1.03M | Buy |
20,490
+170
| +0.8% | +$8.59K | 0.61% | 35 |
|
|
2024
Q3 | $1.04M | Buy |
20,320
+619
| +3% | +$31.7K | 0.61% | 33 |
|
|
2024
Q2 | $992K | Buy |
19,701
+606
| +3% | +$30.5K | 0.52% | 45 |
|
|
2024
Q1 | $964K | Buy |
19,095
+2,950
| +18% | +$149K | 0.52% | 48 |
|
|
2023
Q4 | $816K | Buy |
16,145
+1,226
| +8% | +$61.9K | 0.54% | 47 |
|
|
2023
Q3 | $744K | Buy |
14,919
+183
| +1% | +$9.13K | 0.57% | 46 |
|
|
2023
Q2 | $733K | Buy |
14,736
+1,947
| +15% | +$96.8K | 0.5% | 49 |
|
|
2023
Q1 | $634K | Sell |
12,789
-23,385
| -65% | -$1.16M | 0.56% | 33 |
|
|
2022
Q4 | $1.78M | Buy |
36,174
+164
| +0.5% | +$8.08K | 1.54% | 16 |
|
|
2022
Q3 | $1.77M | Buy |
36,010
+99
| +0.3% | +$4.88K | 2.01% | 15 |
|
|
2022
Q2 | $1.77M | Buy |
35,911
+853
| +2% | +$42K | 1.8% | 17 |
|
|
2022
Q1 | $1.74M | Buy |
35,058
+6,772
| +24% | +$336K | 1.65% | 17 |
|
|
2021
Q4 | $1.41M | Buy |
+28,286
| New | +$1.41M | 1.39% | 14 |
|