Aptus Capital 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 | $203K | Buy |
+3,978
| New | +$203K | ﹤0.01% | 936 |
|
|
2024
Q4 | – | Sell |
-578
| Closed | -$29.6K | – | 1435 |
|
|
2024
Q3 | $29.6K | Buy |
+578
| New | +$29.6K | ﹤0.01% | 990 |
|
|
2024
Q2 | – | Sell |
-569
| Closed | -$28.7K | – | 1209 |
|
|
2024
Q1 | $28.7K | Buy |
+569
| New | +$28.7K | ﹤0.01% | 934 |
|
|
2023
Q4 | – | Sell |
-1,506
| Closed | -$75.1K | – | 956 |
|
|
2023
Q3 | $75.1K | Buy |
+1,506
| New | +$75.1K | ﹤0.01% | 644 |
|
|
2023
Q2 | – | Sell |
-1,519
| Closed | -$75.3K | – | 830 |
|
|
2023
Q1 | $75.3K | Buy |
1,519
+27
| +2% | +$1.34K | ﹤0.01% | 532 |
|
|
2022
Q4 | $73.5K | Buy |
1,492
+713
| +92% | +$35.1K | ﹤0.01% | 561 |
|
|
2022
Q3 | $38K | Hold |
779
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $38K | Buy |
+779
| New | +$38K | ﹤0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-5,347
| Closed | -$267K | – | 462 |
|
|
2020
Q2 | $267K | Sell |
5,347
-3,902
| -42% | -$195K | 0.02% | 225 |
|
|
2020
Q1 | $448K | Sell |
9,249
-44,844
| -83% | -$2.17M | 0.04% | 172 |
|
|
2019
Q4 | $2.72M | Sell |
54,093
-84,481
| -61% | -$4.24M | 0.19% | 65 |
|
|
2019
Q3 | $6.98M | Buy |
138,574
+131,227
| +1,786% | +$6.61M | 0.39% | 19 |
|
|
2019
Q2 | $369K | Sell |
7,347
-6,943
| -49% | -$349K | 0.05% | 259 |
|
|
2019
Q1 | $717K | Buy |
+14,290
| New | +$717K | 0.12% | 120 |
|