Clark Capital Management 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
$307K Sell
5,999
-5,221
-47% -$267K ﹤0.01% 369
2025
Q1
$571K Sell
11,220
-154,419
-93% -$7.86M ﹤0.01% 336
2024
Q4
$8.36M Buy
+165,639
New +$8.36M 0.06% 164
2024
Q1
Sell
-269,836
Closed -$13.6M 419
2023
Q4
$13.6M Buy
269,836
+236,992
+722% +$12M 0.11% 146
2023
Q3
$1.64M Buy
32,844
+16,868
+106% +$842K 0.02% 230
2023
Q2
$794K Buy
15,976
+4,461
+39% +$222K 0.01% 265
2023
Q1
$571K Sell
11,515
-114,257
-91% -$5.67M 0.01% 278
2022
Q4
$6.2M Buy
125,772
+29,630
+31% +$1.46M 0.06% 167
2022
Q3
$4.74M Buy
+96,142
New +$4.74M 0.06% 168
2019
Q1
Sell
-947,494
Closed -$47.2M 314
2018
Q4
$47.2M Buy
+947,494
New +$47.2M 1.27% 20