Ancora 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 | $702K | Sell |
13,740
-1,970
| -13% | -$101K | 0.01% | 462 |
|
|
2025
Q1 | $799K | Buy |
15,710
+58
| +0.4% | +$2.95K | 0.02% | 427 |
|
|
2024
Q4 | $790K | Sell |
15,652
-886
| -5% | -$44.7K | 0.02% | 443 |
|
|
2024
Q3 | $847K | Sell |
16,538
-82
| -0.5% | -$4.2K | 0.02% | 415 |
|
|
2024
Q2 | $836K | Sell |
16,620
-306
| -2% | -$15.4K | 0.02% | 404 |
|
|
2024
Q1 | $854K | Sell |
16,926
-1,861
| -10% | -$93.9K | 0.02% | 410 |
|
|
2023
Q4 | $949K | Buy |
18,787
+186
| +1% | +$9.4K | 0.02% | 374 |
|
|
2023
Q3 | $928K | Sell |
18,601
-687
| -4% | -$34.3K | 0.02% | 358 |
|
|
2023
Q2 | $959K | Sell |
19,288
-589
| -3% | -$29.3K | 0.03% | 352 |
|
|
2023
Q1 | $986K | Sell |
19,877
-1,471
| -7% | -$73K | 0.03% | 352 |
|
|
2022
Q4 | $1.05M | Sell |
21,348
-4,696
| -18% | -$231K | 0.03% | 342 |
|
|
2022
Q3 | $1.28M | Sell |
26,044
-396
| -1% | -$19.5K | 0.04% | 299 |
|
|
2022
Q2 | $1.3M | Sell |
26,440
-3,200
| -11% | -$158K | 0.04% | 309 |
|
|
2022
Q1 | $1.47M | Sell |
29,640
-2,840
| -9% | -$141K | 0.04% | 327 |
|
|
2021
Q4 | $1.62M | Buy |
32,480
+8,900
| +38% | +$444K | 0.04% | 310 |
|
|
2021
Q3 | $1.18M | Buy |
23,580
+430
| +2% | +$21.6K | 0.03% | 356 |
|
|
2021
Q2 | $1.16M | Sell |
23,150
-4,778
| -17% | -$240K | 0.03% | 365 |
|
|
2021
Q1 | $1.4M | Sell |
27,928
-3,588
| -11% | -$180K | 0.04% | 311 |
|
|
2020
Q4 | $1.58M | Buy |
31,516
+6,200
| +24% | +$311K | 0.05% | 283 |
|
|
2020
Q3 | $1.27M | Buy |
25,316
+7,696
| +44% | +$385K | 0.05% | 279 |
|
|
2020
Q2 | $881K | Buy |
17,620
+13,120
| +292% | +$656K | 0.04% | 330 |
|
|
2020
Q1 | $218K | Sell |
4,500
-22,500
| -83% | -$1.09M | 0.01% | 614 |
|
|
2019
Q4 | $1.36M | Buy |
+27,000
| New | +$1.36M | 0.05% | 303 |
|