Centurion Wealth Management’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 | $669K | Sell |
13,090
-322
| -2% | -$16.5K | 0.19% | 91 |
|
|
2025
Q1 | $677K | Hold |
13,412
| – | – | 0.21% | 84 |
|
|
2024
Q4 | $677K | Sell |
13,412
-29
| -0.2% | -$1.46K | 0.21% | 84 |
|
|
2024
Q3 | $689K | Buy |
+13,441
| New | +$689K | 0.22% | 79 |
|
|
2024
Q1 | $723K | Sell |
14,327
-28
| -0.2% | -$1.41K | 0.28% | 65 |
|
|
2023
Q4 | $725K | Sell |
14,355
-83
| -0.6% | -$4.19K | 0.31% | 56 |
|
|
2023
Q3 | $720K | Sell |
14,438
-96
| -0.7% | -$4.79K | 0.35% | 54 |
|
|
2023
Q2 | $723K | Sell |
14,534
-748
| -5% | -$37.2K | 0.35% | 55 |
|
|
2023
Q1 | $758K | Sell |
15,282
-409
| -3% | -$20.3K | 0.38% | 52 |
|
|
2022
Q4 | $773K | Buy |
+15,691
| New | +$773K | 0.44% | 51 |
|