Flagship Private Wealth’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 | $228K | Buy |
4,461
+32
| +0.7% | +$1.64K | 0.1% | 94 |
|
|
2025
Q1 | $225K | Buy |
+4,429
| New | +$225K | 0.11% | 94 |
|
|
2021
Q3 | – | Sell |
-3,174
| Closed | -$159K | – | 216 |
|
|
2021
Q2 | $159K | Sell |
3,174
-53
| -2% | -$2.66K | 0.12% | 76 |
|
|
2021
Q1 | $162K | Sell |
3,227
-1
| -0% | -$50 | 0.14% | 72 |
|
|
2020
Q4 | $162K | Buy |
+3,228
| New | +$162K | 0.15% | 68 |
|