Cresset Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,621
| Closed | -$1.06M | – | 1936 |
|
|
2024
Q3 | $1.06M | Buy |
20,621
+550
| +3% | +$28.2K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $1.01M | Buy |
+20,071
| New | +$1.01M | ﹤0.01% | 1028 |
|
|
2019
Q2 | – | Sell |
-757
| Closed | -$38K | – | 1243 |
|
|
2019
Q1 | $38K | Sell |
757
-315
| -29% | -$15.8K | ﹤0.01% | 858 |
|
|
2018
Q4 | $53K | Buy |
+1,072
| New | +$53K | ﹤0.01% | 468 |
|