Atria Wealth Solutions’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 | $3.47M | Buy |
68,050
+59,035
| +655% | +$3.01M | 0.08% | 278 |
|
|
2025
Q1 | $459K | Sell |
9,015
-12,411
| -58% | -$631K | 0.01% | 1236 |
|
|
2024
Q4 | $1.08M | Buy |
21,426
+6,090
| +40% | +$308K | 0.01% | 888 |
|
|
2024
Q3 | $786K | Sell |
15,336
-49,847
| -76% | -$2.55M | 0.01% | 1013 |
|
|
2024
Q2 | $3.28M | Sell |
65,183
-146,590
| -69% | -$7.38M | 0.04% | 456 |
|
|
2024
Q1 | $10.7M | Buy |
211,773
+196,386
| +1,276% | +$9.91M | 0.12% | 184 |
|
|
2023
Q4 | $777K | Sell |
15,387
-95,381
| -86% | -$4.82M | 0.01% | 977 |
|
|
2023
Q3 | $5.53M | Buy |
110,768
+82,510
| +292% | +$4.12M | 0.08% | 266 |
|
|
2023
Q2 | $1.4M | Sell |
28,258
-51,662
| -65% | -$2.57M | 0.02% | 706 |
|
|
2023
Q1 | $3.96M | Buy |
79,920
+21,132
| +36% | +$1.05M | 0.06% | 319 |
|
|
2022
Q4 | $2.9M | Buy |
58,788
+20,555
| +54% | +$1.01M | 0.05% | 393 |
|
|
2022
Q3 | $1.88M | Sell |
38,233
-1,287
| -3% | -$63.4K | 0.03% | 503 |
|
|
2022
Q2 | $1.95M | Sell |
39,520
-56
| -0.1% | -$2.76K | 0.04% | 437 |
|
|
2022
Q1 | $1.96M | Buy |
+39,576
| New | +$1.96M | 0.03% | 489 |
|