Capital Advisory Group Advisory Services’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 | $637K | Hold |
12,475
| – | – | 0.23% | 91 |
|
|
2025
Q1 | $635K | Hold |
12,475
| – | – | 0.24% | 90 |
|
|
2024
Q4 | $630K | Hold |
12,475
| – | – | 0.23% | 96 |
|
|
2024
Q3 | $639K | Sell |
12,475
-400
| -3% | -$20.5K | 0.25% | 87 |
|
|
2024
Q2 | $648K | Buy |
12,875
+5,292
| +70% | +$266K | 0.28% | 81 |
|
|
2024
Q1 | $383K | Buy |
7,583
+282
| +4% | +$14.2K | 0.18% | 107 |
|
|
2023
Q4 | $369K | Buy |
7,301
+101
| +1% | +$5.1K | 0.2% | 99 |
|
|
2023
Q3 | $359K | Buy |
+7,200
| New | +$359K | 0.2% | 104 |
|
|
2023
Q2 | – | Sell |
-5,700
| Closed | -$283K | – | 124 |
|
|
2023
Q1 | $283K | Buy |
+5,700
| New | +$283K | 0.17% | 121 |
|