Eagle Bluffs Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
15,108
-10
| -0.1% | -$511 | 0.37% | 51 |
|
|
2025
Q1 | $769K | Sell |
15,118
-990
| -6% | -$50.4K | 0.41% | 51 |
|
|
2024
Q4 | $813K | Sell |
16,108
-96
| -0.6% | -$4.85K | 0.44% | 49 |
|
|
2024
Q3 | $830K | Sell |
16,204
-16
| -0.1% | -$820 | 0.45% | 46 |
|
|
2024
Q2 | $816K | Sell |
16,220
-139
| -0.8% | -$7K | 0.47% | 46 |
|
|
2024
Q1 | $825K | Sell |
16,359
-444
| -3% | -$22.4K | 0.51% | 46 |
|
|
2023
Q4 | $849K | Buy |
16,803
+8,157
| +94% | +$412K | 0.58% | 41 |
|
|
2023
Q3 | $431K | Sell |
8,646
-1,621
| -16% | -$80.9K | 0.33% | 54 |
|
|
2023
Q2 | $510K | Buy |
10,267
+611
| +6% | +$30.4K | 0.39% | 50 |
|
|
2023
Q1 | $479K | Sell |
9,656
-1,937
| -17% | -$96.1K | 0.39% | 50 |
|
|
2022
Q4 | $571K | Buy |
11,593
+1,132
| +11% | +$55.8K | 0.6% | 42 |
|
|
2022
Q3 | $515K | Buy |
10,461
+21
| +0.2% | +$1.03K | 0.59% | 44 |
|
|
2022
Q2 | $514K | Buy |
10,440
+149
| +1% | +$7.34K | 0.55% | 48 |
|
|
2022
Q1 | $510K | Sell |
10,291
-17,875
| -63% | -$886K | 0.49% | 50 |
|
|
2021
Q4 | $1.41M | Buy |
+28,166
| New | +$1.41M | 1.47% | 23 |
|