Financial Management Network’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
$5.69M Buy
111,953
+27
+0% +$1.37K 1.02% 26
2025
Q1
$5.66M Sell
111,926
-3,239
-3% -$164K 1.27% 21
2024
Q4
$5.81M Sell
115,165
-8,134
-7% -$411K 1.21% 24
2024
Q3
$6.27M Sell
123,299
-8,929
-7% -$454K 1.31% 21
2024
Q2
$6.65M Buy
132,228
+11,451
+9% +$576K 1.6% 19
2024
Q1
$6.07M Buy
120,777
+9,368
+8% +$471K 1.53% 18
2023
Q4
$5.62M Buy
111,409
+10,025
+10% +$506K 1.64% 16
2023
Q3
$5.04M Buy
101,384
+8,511
+9% +$423K 1.67% 15
2023
Q2
$4.6M Buy
92,873
+14,119
+18% +$700K 1.6% 16
2023
Q1
$3.9M Buy
78,754
+19,073
+32% +$944K 1.57% 17
2022
Q4
$2.94M Buy
59,681
+44,342
+289% +$2.19M 1.31% 18
2022
Q3
$754K Buy
+15,339
New +$754K 0.37% 59