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