Financial Advocates Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Advocates Investment Management’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.46M	Sell	48,044 -1,803	-4%	-$92.1K	0.2%	109
2025 Q1	$2.54M	Sell	49,847 -1,715	-3%	-$87.2K	0.18%	137
2024 Q4	$2.6M	Sell	51,562 -193	-0.4%	-$9.75K	0.15%	151
2024 Q3	$2.65M	Sell	51,755 -597	-1%	-$30.6K	0.15%	146
2024 Q2	$2.63M	Buy	52,352 +6,532	+14%	+$329K	0.16%	140
2024 Q1	$2.31M	Sell	45,820 -1,622	-3%	-$81.8K	0.13%	166
2023 Q4	$2.4M	Sell	47,442 -1,346	-3%	-$68K	0.16%	146
2023 Q3	$2.43M	Buy	48,788 +11,737	+32%	+$586K	0.18%	133
2023 Q2	$1.84M	Buy	37,051 +1,549	+4%	+$77K	0.13%	175
2023 Q1	$1.76M	Sell	35,502 -892	-2%	-$44.2K	0.13%	180
2022 Q4	$1.79M	Sell	36,394 -2,487	-6%	-$123K	0.13%	178
2022 Q3	$1.92M	Sell	38,881 -1,163	-3%	-$57.3K	0.16%	152
2022 Q2	$1.97M	Sell	40,044 -9,629	-19%	-$474K	0.16%	157
2022 Q1	$2.46M	Buy	49,673 +33,090	+200%	+$1.64M	0.16%	146
2021 Q4	$829K	Sell	16,583 -1,440	-8%	-$72K	0.05%	361
2021 Q3	$892K	Sell	18,023 -1,749	-9%	-$86.6K	0.06%	333
2021 Q2	$1.1M	Buy	19,772 +1,453	+8%	+$81.1K	0.07%	289
2021 Q1	$919K	Sell	18,319 -4,180	-19%	-$210K	0.07%	327
2020 Q4	$1.13M	Sell	22,499 -711	-3%	-$35.7K	0.08%	280
2020 Q3	$1.16M	Sell	23,210 -14,341	-38%	-$719K	0.1%	213
2020 Q2	$1.88M	Sell	37,551 -4,157	-10%	-$208K	0.18%	131
2020 Q1	$2.02M	Sell	41,708 -17,227	-29%	-$836K	0.29%	87
2019 Q4	$2.96M	Buy	58,935 +9,536	+19%	+$479K	0.32%	83
2019 Q3	$2.49M	Sell	49,399 -15,234	-24%	-$767K	0.28%	95
2019 Q2	$3.25M	Sell	64,633 -7,461	-10%	-$376K	0.38%	63
2019 Q1	$3.62M	Buy	72,094 +19,422	+37%	+$976K	0.45%	55
2018 Q4	$2.63M	Sell	52,672 -3,675	-7%	-$183K	0.36%	82
2018 Q3	$2.83M	Buy	56,347 +6,004	+12%	+$301K	0.32%	82
2018 Q2	$2.52M	Sell	50,343 -2,943	-6%	-$147K	0.31%	85
2018 Q1	$2.67M	Buy	53,286 +26,414	+98%	+$1.33M	0.35%	72
2017 Q4	$1.35M	Buy	+26,872	New	+$1.35M	0.18%	118