Core Wealth 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 | $877K | Hold |
17,158
| – | – | 0.25% | 39 |
|
|
2025
Q1 | $873K | Buy |
17,158
+425
| +3% | +$21.6K | 0.28% | 35 |
|
|
2024
Q4 | $845K | Buy |
16,733
+1,971
| +13% | +$99.5K | 0.28% | 34 |
|
|
2024
Q3 | $756K | Hold |
14,762
| – | – | 0.24% | 35 |
|
|
2024
Q2 | $743K | Buy |
14,762
+995
| +7% | +$50.1K | 0.25% | 35 |
|
|
2024
Q1 | $695K | Hold |
13,767
| – | – | 0.24% | 29 |
|
|
2023
Q4 | $696K | Hold |
13,767
| – | – | 0.26% | 27 |
|
|
2023
Q3 | $687K | Buy |
13,767
+1,212
| +10% | +$60.5K | 0.28% | 28 |
|
|
2023
Q2 | $624K | Buy |
12,555
+3,173
| +34% | +$158K | 0.25% | 27 |
|
|
2023
Q1 | $465K | Buy |
9,382
+7,874
| +522% | +$391K | 0.19% | 32 |
|
|
2022
Q4 | $74.3K | Buy |
+1,508
| New | +$74.3K | 0.03% | 69 |
|