AlphaCore Capital’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
$2.81M Buy
54,905
+8,973
+20% +$459K 0.11% 152
2025
Q1
$2.34M Buy
+45,932
New +$2.34M 0.2% 105
2024
Q1
Sell
-37,925
Closed -$1.92M 290
2023
Q4
$1.92M Buy
37,925
+2,241
+6% +$113K 0.28% 63
2023
Q3
$1.78M Buy
35,684
+1,169
+3% +$58.3K 0.28% 62
2023
Q2
$1.72M Buy
34,515
+18,097
+110% +$900K 0.28% 68
2023
Q1
$814K Buy
+16,418
New +$814K 0.22% 69