Gladstone Institutional Advisory’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 | $5.61M | Sell |
109,740
-340
| -0.3% | -$17.4K | 0.23% | 103 |
|
|
2025
Q1 | $5.6M | Sell |
110,080
-115
| -0.1% | -$5.85K | 0.26% | 96 |
|
|
2024
Q4 | $5.56M | Sell |
110,195
-3,472
| -3% | -$175K | 0.26% | 90 |
|
|
2024
Q3 | $5.82M | Sell |
113,667
-11,555
| -9% | -$592K | 0.28% | 86 |
|
|
2024
Q2 | $6.3M | Sell |
125,222
-28,563
| -19% | -$1.44M | 0.33% | 76 |
|
|
2024
Q1 | $7.76M | Sell |
153,785
-37,447
| -20% | -$1.89M | 0.43% | 51 |
|
|
2023
Q4 | $9.66M | Buy |
191,232
+44,146
| +30% | +$2.23M | 0.54% | 37 |
|
|
2023
Q3 | $7.34M | Sell |
147,086
-14,124
| -9% | -$705K | 0.48% | 47 |
|
|
2023
Q2 | $8.02M | Sell |
161,210
-3,612
| -2% | -$180K | 0.49% | 44 |
|
|
2023
Q1 | $8.18M | Buy |
164,822
+7,193
| +5% | +$357K | 0.53% | 37 |
|
|
2022
Q4 | $7.77M | Sell |
157,629
-216
| -0.1% | -$10.6K | 0.55% | 30 |
|
|
2022
Q3 | $7.78M | Buy |
157,845
+34,612
| +28% | +$1.7M | 0.61% | 30 |
|
|
2022
Q2 | $6.07M | Buy |
123,233
+10,599
| +9% | +$522K | 0.48% | 41 |
|
|
2022
Q1 | $5.58M | Buy |
112,634
+63,606
| +130% | +$3.15M | 0.38% | 58 |
|
|
2021
Q4 | $2.45M | Buy |
49,028
+13,581
| +38% | +$678K | 0.19% | 149 |
|
|
2021
Q3 | $1.78M | Buy |
35,447
+4,290
| +14% | +$215K | 0.17% | 155 |
|
|
2021
Q2 | $1.56M | Buy |
31,157
+6,339
| +26% | +$318K | 0.19% | 130 |
|
|
2021
Q1 | $1.25M | Buy |
24,818
+699
| +3% | +$35.1K | 0.19% | 117 |
|
|
2020
Q4 | $1.21M | Buy |
24,119
+429
| +2% | +$21.5K | 0.24% | 92 |
|
|
2020
Q3 | $1.19M | Sell |
23,690
-865
| -4% | -$43.3K | 0.28% | 79 |
|
|
2020
Q2 | $1.23M | Buy |
24,555
+38
| +0.2% | +$1.9K | 0.31% | 75 |
|
|
2020
Q1 | $1.19M | Buy |
24,517
+1,710
| +7% | +$82.9K | 0.31% | 73 |
|
|
2019
Q4 | $1.15M | Buy |
22,807
+7,540
| +49% | +$379K | 0.28% | 75 |
|
|
2019
Q3 | $769K | Buy |
15,267
+6,201
| +68% | +$312K | 0.2% | 102 |
|
|
2019
Q2 | $457K | Buy |
9,066
+1,421
| +19% | +$71.6K | 0.14% | 145 |
|
|
2019
Q1 | $384K | Buy |
7,645
+2,275
| +42% | +$114K | 0.14% | 132 |
|
|
2018
Q4 | $268K | Buy |
+5,370
| New | +$268K | 0.16% | 136 |
|