Creative Planning’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 | $745K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $433K | Buy |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $67K | Sell |
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|
2017
Q1 | $102K | Buy |
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|
2016
Q4 | $25K | Sell |
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|
2016
Q3 | $111K | Sell |
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|
2016
Q2 | $218K | Buy |
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|
2016
Q1 | $36K | Buy |
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|
2015
Q4 | $25K | Hold |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $25K | Buy |
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