Betterment LLC’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 | $2.39M | Sell |
46,854
-5,994
| -11% | -$306K | 0.01% | 201 |
|
|
2025
Q1 | $2.69M | Sell |
52,848
-743
| -1% | -$37.8K | 0.01% | 185 |
|
|
2024
Q4 | $2.71M | Buy |
53,591
+907
| +2% | +$45.8K | 0.01% | 176 |
|
|
2024
Q3 | $2.7M | Sell |
52,684
-228
| -0.4% | -$11.7K | 0.01% | 156 |
|
|
2024
Q2 | $2.66M | Sell |
52,912
-2,194
| -4% | -$110K | 0.01% | 150 |
|
|
2024
Q1 | $2.78M | Sell |
55,106
-2,931
| -5% | -$148K | 0.01% | 130 |
|
|
2023
Q4 | $2.93M | Sell |
58,037
-12,558
| -18% | -$634K | 0.01% | 112 |
|
|
2023
Q3 | $3.52M | Sell |
70,595
-12,151
| -15% | -$606K | 0.01% | 97 |
|
|
2023
Q2 | $4.11M | Sell |
82,746
-10,366
| -11% | -$515K | 0.01% | 89 |
|
|
2023
Q1 | $4.62M | Sell |
93,112
-25,704
| -22% | -$1.27M | 0.02% | 92 |
|
|
2022
Q4 | $5.85M | Sell |
118,816
-98,952
| -45% | -$4.88M | 0.02% | 81 |
|
|
2022
Q3 | $10.7M | Hold |
217,768
| – | – | 0.04% | 61 |
|
|
2022
Q2 | $10.7M | Sell |
217,768
-11,556
| -5% | -$569K | 0.04% | 61 |
|
|
2022
Q1 | $11.4M | Sell |
229,324
-22,932
| -9% | -$1.14M | 0.04% | 58 |
|
|
2021
Q4 | $12.6M | Sell |
252,256
-59,181
| -19% | -$2.96M | 0.04% | 56 |
|
|
2021
Q3 | $15.6M | Sell |
311,437
-81,531
| -21% | -$4.09M | 0.05% | 51 |
|
|
2021
Q2 | $19.7M | Sell |
392,968
-67,901
| -15% | -$3.41M | 0.07% | 43 |
|
|
2021
Q1 | $23.1M | Sell |
460,869
-165,193
| -26% | -$8.29M | 0.09% | 37 |
|
|
2020
Q4 | $31.4M | Sell |
626,062
-727,296
| -54% | -$36.5M | 0.13% | 34 |
|
|
2020
Q3 | $67.8M | Sell |
1,353,358
-256,875
| -16% | -$12.9M | 0.33% | 29 |
|
|
2020
Q2 | $80.5M | Sell |
1,610,233
-445,067
| -22% | -$22.3M | 0.43% | 26 |
|
|
2020
Q1 | $99.7M | Sell |
2,055,300
-214,739
| -9% | -$10.4M | 0.62% | 24 |
|
|
2019
Q4 | $114M | Sell |
2,270,039
-1,685,519
| -43% | -$84.7M | 0.59% | 20 |
|
|
2019
Q3 | $199M | Hold |
3,955,558
| – | – | 1.13% | 16 |
|
|
2019
Q2 | $199M | Buy |
3,955,558
+483,194
| +14% | +$24.3M | 1.13% | 16 |
|
|
2019
Q1 | $174M | Buy |
3,472,364
+1,170,159
| +51% | +$58.8M | 1.05% | 18 |
|
|
2018
Q4 | $115M | Buy |
2,302,205
+1,471,490
| +177% | +$73.4M | 0.81% | 20 |
|
|
2018
Q3 | $41.7M | Buy |
+830,715
| New | +$41.7M | 0.27% | 24 |
|