Clearstead Advisors’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
Q2 | $202K | Hold |
|
|||||
|
2025
Q1 | $201K | Hold |
|
|||||
|
2024
Q4 | $199K | Hold |
|
|||||
|
2024
Q3 | $202K | Hold |
|
|||||
|
2024
Q2 | $199K | Hold |
|
|||||
|
2024
Q1 | $198K | Buy |
|
|||||
|
2023
Q4 | $192K | Sell |
|
|||||
|
2023
Q3 | $380K | Buy |
|
|||||
|
2023
Q2 | $153K | Buy |
|
|||||
|
2023
Q1 | $116K | Sell |
|
|||||
|
2022
Q4 | $143K | Buy |
|