Avantax Advisory Services’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 | $13.4M | Buy |
262,970
+22,665
| +9% | +$1.16M | 0.07% | 202 |
|
|
2025
Q1 | $12.2M | Buy |
240,305
+38,305
| +19% | +$1.95M | 0.07% | 208 |
|
|
2024
Q4 | $10.2M | Buy |
202,000
+25,552
| +14% | +$1.29M | 0.06% | 223 |
|
|
2024
Q3 | $9.04M | Buy |
176,448
+13,074
| +8% | +$670K | 0.06% | 243 |
|
|
2024
Q2 | $8.22M | Buy |
163,374
+35,761
| +28% | +$1.8M | 0.06% | 246 |
|
|
2024
Q1 | $6.44M | Buy |
127,613
+123,408
| +2,935% | +$6.23M | 0.06% | 251 |
|
|
2023
Q4 | $212K | Buy |
+4,205
| New | +$212K | ﹤0.01% | 1448 |
|
|
2023
Q3 | – | Sell |
-4,548
| Closed | -$226K | – | 1596 |
|
|
2023
Q2 | $226K | Sell |
4,548
-352
| -7% | -$17.5K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $243K | Sell |
4,900
-20,225
| -80% | -$1M | ﹤0.01% | 1268 |
|
|
2022
Q4 | $1.24M | Sell |
25,125
-13,539
| -35% | -$667K | 0.02% | 554 |
|
|
2022
Q3 | $1.91M | Buy |
+38,664
| New | +$1.91M | 0.03% | 387 |
|
|
2021
Q3 | – | Sell |
-4,280
| Closed | -$214K | – | 1209 |
|
|
2021
Q2 | $214K | Sell |
4,280
-223
| -5% | -$11.2K | ﹤0.01% | 1050 |
|
|
2021
Q1 | $225K | Sell |
4,503
-983
| -18% | -$49.1K | ﹤0.01% | 927 |
|
|
2020
Q4 | $275K | Sell |
5,486
-12,761
| -70% | -$640K | 0.01% | 759 |
|
|
2020
Q3 | $912K | Buy |
18,247
+5,132
| +39% | +$257K | 0.01% | 559 |
|
|
2020
Q2 | $658K | Sell |
13,115
-203
| -2% | -$10.2K | 0.02% | 423 |
|
|
2020
Q1 | $648K | Buy |
+13,318
| New | +$648K | 0.02% | 382 |
|