Cerity Partners’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 | $572K | Hold |
11,200
| – | – | ﹤0.01% | 1798 |
|
|
2025
Q1 | $570K | Hold |
11,200
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q4 | $566K | Sell |
11,200
-313
| -3% | -$15.8K | ﹤0.01% | 1694 |
|
|
2024
Q3 | $590K | Hold |
11,513
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q2 | $579K | Sell |
11,513
-3,000
| -21% | -$151K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $732K | Sell |
14,513
-1,500
| -9% | -$75.7K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $809K | Sell |
16,013
-4,487
| -22% | -$227K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $1.02M | Sell |
20,500
-313
| -2% | -$15.6K | 0.01% | 748 |
|
|
2023
Q2 | $1.03M | Sell |
20,813
-17,911
| -46% | -$891K | ﹤0.01% | 918 |
|
|
2023
Q1 | $1.92M | Buy |
38,724
+22,000
| +132% | +$1.09M | ﹤0.01% | 735 |
|
|
2022
Q4 | $824K | Buy |
+16,724
| New | +$824K | 0.01% | 755 |
|