Capital Advisors Ltd’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.23M | Hold |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $937K | Buy |
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|
2021
Q3 | $208K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $600K | Buy |
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|
2020
Q2 | $599K | Buy |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $484K | Sell |
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|
2019
Q3 | $756K | Hold |
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|
2019
Q2 | $756K | Sell |
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|
2019
Q1 | $885K | Buy |
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|
2018
Q4 | $713K | Buy |
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|
2018
Q3 | $642K | Hold |
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|
2018
Q2 | $642K | Hold |
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|
2018
Q1 | $642K | Sell |
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|
2017
Q4 | $767K | Sell |
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $969K | Buy |
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|
2016
Q4 | $575K | Buy |
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