Capstone Triton Financial Group’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 | $201K | Buy |
+3,935
| New | +$201K | 0.15% | 86 |
|
|
2024
Q4 | – | Sell |
-3,966
| Closed | -$203K | – | 111 |
|
|
2024
Q3 | $203K | Buy |
+3,966
| New | +$203K | 0.13% | 105 |
|
|
2024
Q2 | – | Sell |
-4,007
| Closed | -$202K | – | 101 |
|
|
2024
Q1 | $202K | Sell |
4,007
-129
| -3% | -$6.51K | 0.14% | 98 |
|
|
2023
Q4 | $209K | Hold |
4,136
| – | – | 0.15% | 102 |
|
|
2023
Q3 | $206K | Hold |
4,136
| – | – | 0.15% | 100 |
|
|
2023
Q2 | $206K | Sell |
4,136
-16
| -0.4% | -$796 | 0.14% | 102 |
|
|
2023
Q1 | $206K | Sell |
4,152
-211
| -5% | -$10.5K | 0.15% | 97 |
|
|
2022
Q4 | $215K | Sell |
4,363
-1,250
| -22% | -$61.6K | 0.17% | 93 |
|
|
2022
Q3 | $276K | Sell |
5,613
-436
| -7% | -$21.4K | 0.24% | 80 |
|
|
2022
Q2 | $298K | Sell |
6,049
-15
| -0.2% | -$739 | 0.23% | 82 |
|
|
2022
Q1 | $300K | Buy |
6,064
+767
| +14% | +$37.9K | 0.21% | 85 |
|
|
2021
Q4 | $265K | Buy |
5,297
+95
| +2% | +$4.75K | 0.53% | 64 |
|
|
2021
Q3 | $260K | Sell |
5,202
-503
| -9% | -$25.1K | 0.16% | 100 |
|
|
2021
Q2 | $286K | Buy |
5,705
+135
| +2% | +$6.77K | 0.18% | 96 |
|
|
2021
Q1 | $280K | Hold |
5,570
| – | – | 0.19% | 91 |
|
|
2020
Q4 | $279K | Buy |
+5,570
| New | +$279K | 0.17% | 88 |
|