Brady Family Wealth’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 | $4.56M | Buy |
89,164
+4,950
| +6% | +$253K | 1.41% | 25 |
|
|
2025
Q1 | $4.28M | Buy |
84,214
+1,631
| +2% | +$83K | 1.37% | 30 |
|
|
2024
Q4 | $4.17M | Buy |
82,583
+13,043
| +19% | +$659K | 1.28% | 30 |
|
|
2024
Q3 | $3.56M | Buy |
69,540
+2,826
| +4% | +$145K | 1.07% | 38 |
|
|
2024
Q2 | $3.36M | Buy |
66,714
+1,682
| +3% | +$84.7K | 1.08% | 37 |
|
|
2024
Q1 | $3.28M | Buy |
65,032
+1,367
| +2% | +$69K | 1.06% | 38 |
|
|
2023
Q4 | $3.22M | Buy |
63,665
+5,442
| +9% | +$275K | 1.1% | 39 |
|
|
2023
Q3 | $2.9M | Buy |
58,223
+694
| +1% | +$34.6K | 1.12% | 37 |
|
|
2023
Q2 | $2.86M | Sell |
57,529
-1,043
| -2% | -$51.9K | 1.06% | 37 |
|
|
2023
Q1 | $2.91M | Sell |
58,572
-1,412
| -2% | -$70K | 1.15% | 35 |
|
|
2022
Q4 | $2.96M | Buy |
+59,984
| New | +$2.96M | 1.22% | 34 |
|