Creative Planning’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 | $745K | Buy |
14,579
+5,232
| +56% | +$267K | ﹤0.01% | 2097 |
|
|
2025
Q1 | $476K | Buy |
+9,347
| New | +$476K | ﹤0.01% | 2327 |
|
|
2024
Q4 | – | Sell |
-5,136
| Closed | -$263K | – | 3621 |
|
|
2024
Q3 | $263K | Buy |
+5,136
| New | +$263K | ﹤0.01% | 2628 |
|
|
2022
Q1 | – | Sell |
-5,150
| Closed | -$257K | – | 2329 |
|
|
2021
Q4 | $257K | Sell |
5,150
-556
| -10% | -$27.7K | ﹤0.01% | 1717 |
|
|
2021
Q3 | $286K | Buy |
5,706
+547
| +11% | +$27.4K | ﹤0.01% | 1621 |
|
|
2021
Q2 | $259K | Sell |
5,159
-2,202
| -30% | -$111K | ﹤0.01% | 1632 |
|
|
2021
Q1 | $369K | Sell |
7,361
-1,266
| -15% | -$63.5K | ﹤0.01% | 1621 |
|
|
2020
Q4 | $433K | Buy |
8,627
+2,288
| +36% | +$115K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $318K | Buy |
6,339
+1,870
| +42% | +$93.8K | ﹤0.01% | 1373 |
|
|
2020
Q2 | $223K | Buy |
+4,469
| New | +$223K | ﹤0.01% | 1451 |
|
|
2017
Q3 | – | Sell |
-1,324
| Closed | -$67K | – | 2975 |
|
|
2017
Q2 | $67K | Sell |
1,324
-713
| -35% | -$36.1K | ﹤0.01% | 2272 |
|
|
2017
Q1 | $102K | Buy |
2,037
+1,537
| +307% | +$77K | ﹤0.01% | 1934 |
|
|
2016
Q4 | $25K | Sell |
500
-1,703
| -77% | -$85.2K | ﹤0.01% | 2889 |
|
|
2016
Q3 | $111K | Sell |
2,203
-2,152
| -49% | -$108K | ﹤0.01% | 1772 |
|
|
2016
Q2 | $218K | Buy |
4,355
+3,638
| +507% | +$182K | ﹤0.01% | 1210 |
|
|
2016
Q1 | $36K | Buy |
717
+217
| +43% | +$10.9K | ﹤0.01% | 2313 |
|
|
2015
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 2644 |
|
|
2015
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 2540 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$25K | – | 2228 |
|
|
2015
Q1 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 2536 |
|