CVA Family Office’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
$57.1K Sell
1,118
-9,915
-90% -$507K 0.01% 522
2025
Q1
$561K Hold
11,033
0.09% 148
2024
Q4
$557K Buy
11,033
+9
+0.1% +$455 0.09% 142
2024
Q3
$565K Buy
11,024
+1,109
+11% +$56.8K 0.09% 139
2024
Q2
$499K Hold
9,915
0.09% 138
2024
Q1
$500K Buy
+9,915
New +$500K 0.09% 142