Charter Oak Capital Management’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
Q3 | $326K | Buy |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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