AIFAIM
American Institute for Advanced Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Hold |
16,400
| – | – | 0.59% | 43 |
|
|
2025
Q1 | $834K | Buy |
16,400
+1,200
| +8% | +$61K | 0.64% | 46 |
|
|
2024
Q4 | $768K | Sell |
15,200
-140
| -0.9% | -$7.07K | 0.57% | 51 |
|
|
2024
Q3 | $786K | Sell |
15,340
-3,400
| -18% | -$174K | 0.56% | 52 |
|
|
2024
Q2 | $943K | Sell |
18,740
-700
| -4% | -$35.2K | 0.72% | 44 |
|
|
2024
Q1 | $981K | Sell |
19,440
-6,700
| -26% | -$338K | 0.78% | 41 |
|
|
2023
Q4 | $1.32M | Sell |
26,140
-1,150
| -4% | -$58.1K | 1.17% | 20 |
|
|
2023
Q3 | $1.36M | Buy |
27,290
+1,260
| +5% | +$62.9K | 1.26% | 18 |
|
|
2023
Q2 | $1.29M | Buy |
26,030
+1,700
| +7% | +$84.5K | 1.13% | 21 |
|
|
2023
Q1 | $1.21M | Sell |
24,330
-15,200
| -38% | -$754K | 1.29% | 18 |
|
|
2022
Q4 | $1.95M | Sell |
39,530
-710
| -2% | -$35K | 1.78% | 15 |
|
|
2022
Q3 | $1.98M | Sell |
40,240
-300
| -0.7% | -$14.8K | 1.85% | 16 |
|
|
2022
Q2 | $2M | Sell |
40,540
-200
| -0.5% | -$9.85K | 1.75% | 17 |
|
|
2022
Q1 | $2.02M | Buy |
40,740
+5,300
| +15% | +$263K | 1.47% | 19 |
|
|
2021
Q4 | $1.77M | Buy |
35,440
+2,180
| +7% | +$109K | 1.19% | 24 |
|
|
2021
Q3 | $1.67M | Buy |
33,260
+3,280
| +11% | +$164K | 1.18% | 28 |
|
|
2021
Q2 | $1.5M | Buy |
29,980
+2,400
| +9% | +$120K | 1.06% | 30 |
|
|
2021
Q1 | $1.38M | Buy |
27,580
+7,360
| +36% | +$369K | 1.06% | 29 |
|
|
2020
Q4 | $1.01M | Buy |
20,220
+10,970
| +119% | +$550K | 0.81% | 40 |
|
|
2020
Q3 | $464K | Buy |
+9,250
| New | +$464K | 0.42% | 58 |
|