Beacon Pointe Advisors’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 | $233K | Sell |
4,569
-2,964
| -39% | -$151K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $383K | Buy |
7,533
+3,229
| +75% | +$164K | ﹤0.01% | 922 |
|
|
2024
Q4 | $217K | Buy |
4,304
+49
| +1% | +$2.47K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $218K | Sell |
4,255
-4,532
| -52% | -$232K | ﹤0.01% | 1120 |
|
|
2024
Q2 | $442K | Sell |
8,787
-417
| -5% | -$21K | 0.01% | 905 |
|
|
2024
Q1 | $464K | Sell |
9,204
-4,726
| -34% | -$238K | 0.01% | 930 |
|
|
2023
Q4 | $704K | Buy |
13,930
+4,432
| +47% | +$224K | 0.01% | 769 |
|
|
2023
Q3 | $474K | Buy |
+9,498
| New | +$474K | 0.01% | 895 |
|