Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $515K | Buy |
10,225
+645
| +7% | +$32.5K | 0.01% | 681 |
|
|
2024
Q1 | $483K | Buy |
9,580
+638
| +7% | +$32.2K | 0.01% | 661 |
|
|
2023
Q4 | $452K | Buy |
8,942
+1,226
| +16% | +$62K | 0.01% | 660 |
|
|
2023
Q3 | $385K | Buy |
7,716
+157
| +2% | +$7.83K | 0.01% | 585 |
|
|
2023
Q2 | $376K | Buy |
7,559
+2,171
| +40% | +$108K | 0.01% | 578 |
|
|
2023
Q1 | $267K | Buy |
5,388
+973
| +22% | +$48.2K | 0.01% | 633 |
|
|
2022
Q4 | $218K | Buy |
4,415
+499
| +13% | +$24.6K | 0.01% | 700 |
|
|
2022
Q3 | $193K | Buy |
3,916
+2,755
| +237% | +$136K | 0.01% | 683 |
|
|
2022
Q2 | $57K | Buy |
+1,161
| New | +$57K | ﹤0.01% | 1004 |
|
|
2020
Q1 | – | Sell |
-339
| Closed | -$17K | – | 1824 |
|
|
2019
Q4 | $17K | Buy |
+339
| New | +$17K | ﹤0.01% | 1283 |
|