AWS
Arkfeld Wealth Strategies’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 | $325K | Sell |
6,396
-44,924
| -88% | -$2.28M | 0.13% | 79 |
|
|
2025
Q1 | $2.6M | Sell |
51,320
-1,628
| -3% | -$82.4K | 1.13% | 22 |
|
|
2024
Q4 | $2.67M | Sell |
52,948
-26
| -0% | -$1.31K | 1.23% | 18 |
|
|
2024
Q3 | $2.69M | Sell |
52,974
-1,135
| -2% | -$57.7K | 1.3% | 20 |
|
|
2024
Q2 | $2.72M | Sell |
54,109
-3,762
| -7% | -$189K | 1.38% | 18 |
|
|
2024
Q1 | $2.89M | Sell |
57,871
-6,142
| -10% | -$307K | 1.59% | 16 |
|
|
2023
Q4 | $3.23M | Sell |
64,013
-103
| -0.2% | -$5.2K | 2.12% | 12 |
|
|
2023
Q3 | $3.19M | Buy |
64,116
+11
| +0% | +$547 | 2.3% | 11 |
|
|
2023
Q2 | $3.18M | Sell |
64,105
-4,654
| -7% | -$231K | 2.31% | 12 |
|
|
2023
Q1 | $3.4M | Sell |
68,759
-14,101
| -17% | -$698K | 2.42% | 15 |
|
|
2022
Q4 | $4.09M | Buy |
82,860
+184
| +0.2% | +$9.09K | 2.69% | 12 |
|
|
2022
Q3 | $4.06M | Sell |
82,676
-1,097
| -1% | -$53.9K | 2.81% | 11 |
|
|
2022
Q2 | $4.12M | Buy |
83,773
+5,546
| +7% | +$273K | 2.7% | 11 |
|
|
2022
Q1 | $3.88M | Buy |
78,227
+6,280
| +9% | +$311K | 2.5% | 15 |
|
|
2021
Q4 | $3.59M | Buy |
71,947
+12,240
| +21% | +$611K | 2.16% | 16 |
|
|
2021
Q3 | $2.99M | Sell |
59,707
-1,396
| -2% | -$70K | 1.8% | 18 |
|
|
2021
Q2 | $3.06M | Buy |
61,103
+48,018
| +367% | +$2.41M | 1.86% | 20 |
|
|
2021
Q1 | $656K | Sell |
13,085
-2,000
| -13% | -$100K | 0.42% | 40 |
|
|
2020
Q4 | $757K | Buy |
15,085
+984
| +7% | +$49.4K | 0.58% | 34 |
|
|
2020
Q3 | $706K | Sell |
14,101
-350
| -2% | -$17.5K | 0.67% | 29 |
|
|
2020
Q2 | $723K | Sell |
14,451
-1,200
| -8% | -$60K | 0.81% | 25 |
|
|
2020
Q1 | $759K | Buy |
15,651
+8,151
| +109% | +$395K | 1.02% | 23 |
|
|
2019
Q4 | $378K | Buy |
+7,500
| New | +$378K | 0.43% | 36 |
|