Clayton 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 | – | Sell |
-80,333
| Closed | -$4.09M | – | 83 |
|
|
2025
Q1 | $4.09M | Buy |
80,333
+4,492
| +6% | +$229K | 1.5% | 20 |
|
|
2024
Q4 | $3.83M | Buy |
75,841
+3,895
| +5% | +$197K | 1.38% | 20 |
|
|
2024
Q3 | $3.69M | Buy |
71,946
+9,624
| +15% | +$493K | 1.38% | 19 |
|
|
2024
Q2 | $3.14M | Buy |
62,322
+6,142
| +11% | +$310K | 1.36% | 20 |
|
|
2024
Q1 | $2.83M | Buy |
56,180
+611
| +1% | +$30.8K | 1.29% | 20 |
|
|
2023
Q4 | $2.81M | Buy |
+55,569
| New | +$2.81M | 1.75% | 17 |
|