Commonwealth Equity Services’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 | $10.9M | Buy |
213,723
+316
| +0.1% | +$16.1K | 0.01% | 848 |
|
2025
Q1 | $10.9M | Buy |
213,407
+38,295
| +22% | +$1.95M | 0.02% | 820 |
|
2024
Q4 | $8.84M | Buy |
175,112
+33,744
| +24% | +$1.7M | 0.01% | 889 |
|
2024
Q3 | $7.24M | Sell |
141,368
-6,486
| -4% | -$332K | 0.01% | 991 |
|
2024
Q2 | $7.44M | Sell |
147,854
-34,353
| -19% | -$1.73M | 0.01% | 956 |
|
2024
Q1 | $9.19M | Buy |
182,207
+11,721
| +7% | +$591K | 0.02% | 826 |
|
2023
Q4 | $8.61M | Buy |
170,486
+33,000
| +24% | +$1.67M | 0.02% | 806 |
|
2023
Q3 | $6.86M | Sell |
137,486
-278,734
| -67% | -$13.9M | 0.01% | 861 |
|
2023
Q2 | $20.7M | Sell |
416,220
-9,340
| -2% | -$464K | 0.04% | 403 |
|
2023
Q1 | $21.1K | Buy |
425,560
+269,381
| +172% | +$13.4K | 0.04% | 386 |
|
2022
Q4 | $7.69M | Sell |
156,179
-285,505
| -65% | -$14.1M | 0.02% | 753 |
|
2022
Q3 | $21.8M | Buy |
441,684
+263,630
| +148% | +$13M | 0.06% | 307 |
|
2022
Q2 | $8.77M | Buy |
178,054
+10,833
| +6% | +$534K | 0.02% | 634 |
|
2022
Q1 | $8.29M | Buy |
167,221
+558
| +0.3% | +$27.7K | 0.02% | 702 |
|
2021
Q4 | $8.32M | Sell |
166,663
-3,785
| -2% | -$189K | 0.02% | 676 |
|
2021
Q3 | $8.55M | Sell |
170,448
-741
| -0.4% | -$37.2K | 0.02% | 620 |
|
2021
Q2 | $8.59M | Sell |
171,189
-29,377
| -15% | -$1.47M | 0.02% | 615 |
|
2021
Q1 | $10.1M | Sell |
200,566
-14,063
| -7% | -$706K | 0.03% | 516 |
|
2020
Q4 | $10.8M | Sell |
214,629
-77,043
| -26% | -$3.86M | 0.03% | 454 |
|
2020
Q3 | $14.6M | Sell |
291,672
-192
| -0.1% | -$9.62K | 0.05% | 333 |
|
2020
Q2 | $14.6M | Sell |
291,864
-31,756
| -10% | -$1.59M | 0.06% | 311 |
|
2020
Q1 | $15.7M | Sell |
323,620
-757,441
| -70% | -$36.7M | 0.07% | 252 |
|
2019
Q4 | $54.3M | Buy |
1,081,061
+438,304
| +68% | +$22M | 0.21% | 104 |
|
2019
Q3 | $32.4M | Buy |
642,757
+312,473
| +95% | +$15.7M | 0.14% | 149 |
|
2019
Q2 | $16.6M | Sell |
330,284
-18,898
| -5% | -$951K | 0.07% | 261 |
|
2019
Q1 | $17.5M | Sell |
349,182
-27,589
| -7% | -$1.39M | 0.08% | 242 |
|
2018
Q4 | $18.8M | Buy |
376,771
+81,919
| +28% | +$4.08M | 0.1% | 196 |
|
2018
Q3 | $14.8M | Buy |
294,852
+117,406
| +66% | +$5.89M | 0.07% | 265 |
|
2018
Q2 | $8.9M | Buy |
177,446
+137,266
| +342% | +$6.89M | 0.05% | 341 |
|
2018
Q1 | $2.02M | Buy |
40,180
+3,584
| +10% | +$180K | 0.01% | 860 |
|
2017
Q4 | $1.83M | Buy |
36,596
+4,758
| +15% | +$238K | 0.01% | 901 |
|
2017
Q3 | $1.6M | Buy |
31,838
+7,654
| +32% | +$385K | 0.01% | 925 |
|
2017
Q2 | $1.22M | Sell |
24,184
-260
| -1% | -$13.1K | 0.01% | 1044 |
|
2017
Q1 | $1.23M | Buy |
24,444
+7,319
| +43% | +$368K | 0.01% | 1008 |
|
2016
Q4 | $859K | Sell |
17,125
-3,191
| -16% | -$160K | 0.01% | 1107 |
|
2016
Q3 | $1.02M | Sell |
20,316
-1,195
| -6% | -$60K | 0.01% | 989 |
|
2016
Q2 | $1.08M | Sell |
21,511
-1,202
| -5% | -$60.3K | 0.01% | 937 |
|
2016
Q1 | $1.14M | Sell |
22,713
-1,032
| -4% | -$51.7K | 0.01% | 892 |
|
2015
Q4 | $1.19M | Buy |
23,745
+3,601
| +18% | +$180K | 0.01% | 843 |
|
2015
Q3 | $1.01M | Buy |
20,144
+381
| +2% | +$19.1K | 0.01% | 890 |
|
2015
Q2 | $991K | Sell |
19,763
-18,958
| -49% | -$951K | 0.01% | 962 |
|
2015
Q1 | $1.94M | Buy |
38,721
+2,231
| +6% | +$112K | 0.02% | 606 |
|
2014
Q4 | $1.83M | Buy |
+36,490
| New | +$1.83M | 0.02% | 613 |
|