Avidian Wealth Enterprises’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 | $422K | Buy |
8,262
+950
| +13% | +$48.5K | 0.02% | 373 |
|
|
2025
Q1 | $372K | Buy |
7,312
+555
| +8% | +$28.2K | 0.02% | 366 |
|
|
2024
Q4 | $341K | Buy |
+6,757
| New | +$341K | 0.02% | 375 |
|
|
2021
Q1 | – | Sell |
-9,005
| Closed | -$452K | – | 377 |
|
|
2020
Q4 | $452K | Sell |
9,005
-3,448
| -28% | -$173K | 0.04% | 200 |
|
|
2020
Q3 | $624K | Buy |
12,453
+367
| +3% | +$18.4K | 0.07% | 136 |
|
|
2020
Q2 | $604K | Sell |
12,086
-12,218
| -50% | -$611K | 0.08% | 121 |
|
|
2020
Q1 | $1.18M | Buy |
24,304
+11,461
| +89% | +$556K | 0.19% | 68 |
|
|
2019
Q4 | $645K | Buy |
12,843
+1,303
| +11% | +$65.4K | 0.09% | 93 |
|
|
2019
Q3 | $581K | Buy |
+11,540
| New | +$581K | 0.1% | 91 |
|