Arkadios Wealth 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 | $745K | Buy |
14,573
+311
| +2% | +$15.9K | 0.02% | 683 |
|
|
2025
Q1 | $726K | Buy |
+14,262
| New | +$726K | 0.03% | 567 |
|
|
2021
Q2 | – | Sell |
-240
| Closed | -$12K | – | 2005 |
|
|
2021
Q1 | $12K | Buy |
+240
| New | +$12K | ﹤0.01% | 1128 |
|
|
2020
Q3 | – | Sell |
-62
| Closed | -$3.1K | – | 1060 |
|
|
2020
Q2 | $3.1K | Sell |
62
-81
| -57% | -$4.05K | ﹤0.01% | 839 |
|
|
2020
Q1 | $6.93K | Buy |
143
+52
| +57% | +$2.52K | ﹤0.01% | 713 |
|
|
2019
Q4 | $4.58K | Buy |
+91
| New | +$4.58K | ﹤0.01% | 714 |
|