Clearstead Advisors’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 | $202K | Hold |
3,948
| – | – | ﹤0.01% | 889 |
|
|
2025
Q1 | $201K | Hold |
3,948
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $199K | Hold |
3,948
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $202K | Hold |
3,948
| – | – | ﹤0.01% | 857 |
|
|
2024
Q2 | $199K | Hold |
3,948
| – | – | ﹤0.01% | 819 |
|
|
2024
Q1 | $198K | Buy |
3,948
+139
| +4% | +$6.97K | 0.01% | 471 |
|
|
2023
Q4 | $192K | Sell |
3,809
-3,809
| -50% | -$192K | 0.01% | 460 |
|
|
2023
Q3 | $380K | Buy |
7,618
+4,545
| +148% | +$227K | 0.01% | 446 |
|
|
2023
Q2 | $153K | Buy |
3,073
+740
| +32% | +$36.8K | 0.01% | 479 |
|
|
2023
Q1 | $116K | Sell |
2,333
-562
| -19% | -$27.9K | 0.01% | 488 |
|
|
2022
Q4 | $143K | Buy |
+2,895
| New | +$143K | 0.01% | 425 |
|