Capital Investment Advisory Services’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 | $151K | Sell |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $820K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $182K | Buy |
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|
2019
Q3 | $139K | Sell |
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|
2019
Q2 | $170K | Sell |
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|
2019
Q1 | $193K | Sell |
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|
2018
Q4 | $219K | Buy |
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