Fortress 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 | $267K | Buy |
5,217
+17
| +0.3% | +$869 | 0.13% | 68 |
|
|
2025
Q1 | $265K | Sell |
5,200
-878
| -14% | -$44.7K | 0.14% | 62 |
|
|
2024
Q4 | $307K | Sell |
6,078
-269
| -4% | -$13.6K | 0.15% | 59 |
|
|
2024
Q3 | $325K | Buy |
6,347
+2
| +0% | +$102 | 0.16% | 57 |
|
|
2024
Q2 | $319K | Sell |
6,345
-387
| -6% | -$19.5K | 0.16% | 58 |
|
|
2024
Q1 | $340K | Buy |
6,732
+22
| +0.3% | +$1.11K | 0.18% | 55 |
|
|
2023
Q4 | $339K | Sell |
6,710
-5,893
| -47% | -$298K | 0.18% | 56 |
|
|
2023
Q3 | $629K | Buy |
12,603
+60
| +0.5% | +$2.99K | 0.41% | 37 |
|
|
2023
Q2 | $624K | Sell |
12,543
-884
| -7% | -$44K | 0.4% | 39 |
|
|
2023
Q1 | $666K | Sell |
13,427
-397
| -3% | -$19.7K | 0.47% | 36 |
|
|
2022
Q4 | $681K | Sell |
13,824
-1,249
| -8% | -$61.5K | 0.57% | 38 |
|
|
2022
Q3 | $742K | Sell |
15,073
-6,469
| -30% | -$318K | 0.75% | 33 |
|
|
2022
Q2 | $1.06M | Sell |
21,542
-8,284
| -28% | -$408K | 1% | 32 |
|
|
2022
Q1 | $1.48M | Sell |
29,826
-3,201
| -10% | -$159K | 1.13% | 26 |
|
|
2021
Q4 | $1.65M | Buy |
+33,027
| New | +$1.65M | 1.24% | 22 |
|