Concurrent Investment 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 | $1.4M | Buy |
27,438
+13,664
| +99% | +$698K | 0.03% | 509 |
|
|
2025
Q1 | $701K | Buy |
13,774
+2,182
| +19% | +$111K | 0.02% | 639 |
|
|
2024
Q4 | $585K | Sell |
11,592
-791
| -6% | -$39.9K | 0.02% | 623 |
|
|
2024
Q3 | $634K | Sell |
12,383
-668
| -5% | -$34.2K | 0.02% | 563 |
|
|
2024
Q2 | $657K | Buy |
13,051
+2,286
| +21% | +$115K | 0.02% | 518 |
|
|
2024
Q1 | $543K | Buy |
10,765
+691
| +7% | +$34.9K | 0.02% | 521 |
|
|
2023
Q4 | $509K | Buy |
+10,074
| New | +$509K | 0.02% | 491 |
|