Axxcess Wealth Management’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 | $9.15M | Buy |
178,965
+37,582
| +27% | +$1.92M | 0.21% | 89 |
|
|
2025
Q1 | $7.19M | Buy |
141,383
+20,273
| +17% | +$1.03M | 0.19% | 100 |
|
|
2024
Q4 | $6.12M | Buy |
121,110
+33,940
| +39% | +$1.71M | 0.15% | 120 |
|
|
2024
Q3 | $4.47M | Buy |
+87,170
| New | +$4.47M | 0.11% | 153 |
|
|
2024
Q1 | – | Sell |
-9,432
| Closed | -$477K | – | 909 |
|
|
2023
Q4 | $477K | Buy |
9,432
+162
| +2% | +$8.18K | 0.01% | 525 |
|
|
2023
Q3 | $462K | Buy |
+9,270
| New | +$462K | 0.02% | 492 |
|
|
2023
Q2 | – | Sell |
-43,147
| Closed | -$2.14M | – | 654 |
|
|
2023
Q1 | $2.14M | Sell |
43,147
-44,006
| -50% | -$2.18M | 0.16% | 128 |
|
|
2022
Q4 | $4.29M | Sell |
87,153
-51,836
| -37% | -$2.55M | 0.35% | 61 |
|
|
2022
Q3 | $6.85M | Sell |
138,989
-22,957
| -14% | -$1.13M | 0.65% | 25 |
|
|
2022
Q2 | $7.98M | Sell |
161,946
-18,779
| -10% | -$925K | 0.73% | 19 |
|
|
2022
Q1 | $8.96M | Sell |
180,725
-2,793
| -2% | -$138K | 0.7% | 20 |
|
|
2021
Q4 | $9.17M | Buy |
+183,518
| New | +$9.17M | 0.67% | 21 |
|