First Heartland Consultants’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 | $316K | Buy |
6,187
+1,011
| +20% | +$51.7K | 0.03% | 373 |
|
|
2025
Q1 | $263K | Buy |
5,176
+63
| +1% | +$3.21K | 0.03% | 370 |
|
|
2024
Q4 | $258K | Sell |
5,113
-22,475
| -81% | -$1.14M | 0.03% | 380 |
|
|
2024
Q3 | $1.41M | Buy |
27,588
+3,700
| +15% | +$190K | 0.15% | 113 |
|
|
2024
Q2 | $1.2K | Buy |
+23,888
| New | +$1.2K | 0.08% | 148 |
|
|
2019
Q4 | – | Sell |
-6,749
| Closed | -$340K | – | 302 |
|
|
2019
Q3 | $340K | Buy |
6,749
+1,382
| +26% | +$69.6K | 0.07% | 210 |
|
|
2019
Q2 | $270K | Buy |
+5,367
| New | +$270K | 0.06% | 224 |
|
|
2017
Q4 | – | Sell |
-7,571
| Closed | -$381K | – | 307 |
|
|
2017
Q3 | $381K | Buy |
7,571
+1,608
| +27% | +$80.9K | 0.09% | 244 |
|
|
2017
Q2 | $300K | Buy |
+5,963
| New | +$300K | 0.08% | 271 |
|