Founders Financial Alliance’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 | $278K | Buy |
5,436
+4,944
| +1,005% | +$253K | 0.06% | 270 |
|
|
2025
Q1 | $25K | Hold |
492
| – | – | 0.01% | 482 |
|
|
2024
Q4 | $24.8K | Hold |
492
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $25.2K | Hold |
492
| – | – | 0.01% | 436 |
|
|
2024
Q2 | $24.8K | Hold |
492
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $24.8K | Hold |
492
| – | – | 0.01% | 430 |
|
|
2023
Q4 | $24.9K | Hold |
492
| – | – | 0.01% | 387 |
|
|
2023
Q3 | $24.5K | Sell |
492
-27
| -5% | -$1.35K | 0.01% | 371 |
|
|
2023
Q2 | $25.8K | Buy |
519
+83
| +19% | +$4.13K | 0.01% | 396 |
|
|
2023
Q1 | $21.6K | Sell |
436
-56
| -11% | -$2.78K | 0.01% | 365 |
|
|
2022
Q4 | $24.2K | Sell |
492
-227
| -32% | -$11.2K | 0.01% | 382 |
|
|
2022
Q3 | $35K | Hold |
719
| – | – | 0.02% | 348 |
|
|
2022
Q2 | $35K | Sell |
719
-688
| -49% | -$33.5K | 0.02% | 370 |
|
|
2022
Q1 | $70K | Sell |
1,407
-476
| -25% | -$23.7K | 0.03% | 290 |
|
|
2021
Q4 | $94K | Sell |
1,883
-558
| -23% | -$27.9K | 0.04% | 306 |
|
|
2021
Q3 | $122K | Sell |
2,441
-90
| -4% | -$4.5K | 0.06% | 264 |
|
|
2021
Q2 | $127K | Sell |
2,531
-1,333
| -34% | -$66.9K | 0.06% | 272 |
|
|
2021
Q1 | $194K | Sell |
3,864
-739
| -16% | -$37.1K | 0.1% | 223 |
|
|
2020
Q4 | $231K | Buy |
4,603
+364
| +9% | +$18.3K | 0.13% | 174 |
|
|
2020
Q3 | $213K | Buy |
+4,239
| New | +$213K | 0.13% | 148 |
|