Bellwether 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 | $155K | Hold |
3,036
| – | – | 0.03% | 143 |
|
|
2025
Q1 | $154K | Hold |
3,036
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $153K | Buy |
+3,036
| New | +$153K | 0.03% | 154 |
|
|
2023
Q3 | – | Sell |
-4,542
| Closed | -$226K | – | 118 |
|
|
2023
Q2 | $226K | Hold |
4,542
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $225K | Sell |
4,542
-239
| -5% | -$11.9K | 0.06% | 119 |
|
|
2022
Q4 | $236K | Sell |
4,781
-2,061
| -30% | -$102K | 0.07% | 115 |
|
|
2022
Q3 | $337K | Hold |
6,842
| – | – | 0.11% | 87 |
|
|
2022
Q2 | $337K | Sell |
6,842
-116
| -2% | -$5.71K | 0.11% | 98 |
|
|
2022
Q1 | $344K | Sell |
6,958
-37
| -0.5% | -$1.83K | 0.1% | 119 |
|
|
2021
Q4 | $349K | Buy |
6,995
+312
| +5% | +$15.6K | 0.11% | 105 |
|
|
2021
Q3 | $335K | Hold |
6,683
| – | – | 0.11% | 127 |
|
|
2021
Q2 | $335K | Hold |
6,683
| – | – | 0.12% | 110 |
|
|
2021
Q1 | $335K | Buy |
6,683
+19
| +0.3% | +$952 | 0.13% | 89 |
|
|
2020
Q4 | $334K | Buy |
+6,664
| New | +$334K | 0.15% | 88 |
|