Ameliora 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 | $2.47M | Buy |
48,287
+3,000
| +7% | +$153K | 0.88% | 30 |
|
|
2025
Q1 | $2.3M | Hold |
45,287
| – | – | 0.87% | 29 |
|
|
2024
Q4 | $2.29M | Hold |
45,287
| – | – | 0.86% | 29 |
|
|
2024
Q3 | $2.32M | Sell |
45,287
-62,242
| -58% | -$3.19M | 0.97% | 27 |
|
|
2024
Q2 | $5.41M | Sell |
107,529
-22,618
| -17% | -$1.14M | 2.46% | 12 |
|
|
2024
Q1 | $6.57M | Buy |
130,147
+3,494
| +3% | +$176K | 2.98% | 8 |
|
|
2023
Q4 | $6.4M | Sell |
126,653
-6,647
| -5% | -$336K | 3.18% | 9 |
|
|
2023
Q3 | $6.65M | Hold |
133,300
| – | – | 3.94% | 6 |
|
|
2023
Q2 | $6.63M | Sell |
133,300
-4,862
| -4% | -$242K | 4.09% | 5 |
|
|
2023
Q1 | $6.85M | Sell |
138,162
-11,000
| -7% | -$546K | 4% | 6 |
|
|
2022
Q4 | $7.35M | Buy |
149,162
+9,392
| +7% | +$463K | 3.93% | 6 |
|
|
2022
Q3 | $6.87M | Buy |
+139,770
| New | +$6.87M | 3.72% | 8 |
|