Glen Eagle Advisors’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 | $57K | Hold |
1,115
| – | – | 0.01% | 403 |
|
2025
Q1 | $56.7K | Hold |
1,115
| – | – | 0.01% | 393 |
|
2024
Q4 | $56.3K | Hold |
1,115
| – | – | 0.01% | 396 |
|
2024
Q3 | $57.1K | Hold |
1,115
| – | – | 0.01% | 398 |
|
2024
Q2 | $56.1K | Sell |
1,115
-55
| -5% | -$2.77K | 0.01% | 385 |
|
2024
Q1 | $59K | Hold |
1,170
| – | – | 0.01% | 379 |
|
2023
Q4 | $59.1K | Sell |
1,170
-700
| -37% | -$35.4K | 0.01% | 362 |
|
2023
Q3 | $93.3K | Hold |
1,870
| – | – | 0.02% | 294 |
|
2023
Q2 | $93K | Sell |
1,870
-155
| -8% | -$7.71K | 0.02% | 295 |
|
2023
Q1 | $100K | Sell |
2,025
-269
| -12% | -$13.3K | 0.03% | 285 |
|
2022
Q4 | $113K | Hold |
2,294
| – | – | 0.03% | 264 |
|
2022
Q3 | $113K | Sell |
2,294
-55
| -2% | -$2.71K | 0.03% | 259 |
|
2022
Q2 | $116K | Buy |
2,349
+552
| +31% | +$27.2K | 0.03% | 264 |
|
2022
Q1 | $89.1K | Hold |
1,797
| – | – | 0.02% | 297 |
|
2021
Q4 | $89.8K | Sell |
1,797
-356
| -17% | -$17.8K | 0.02% | 292 |
|
2021
Q3 | $108K | Sell |
2,153
-55
| -2% | -$2.76K | 0.03% | 270 |
|
2021
Q2 | $111K | Sell |
2,208
-172
| -7% | -$8.63K | 0.03% | 262 |
|
2021
Q1 | $119K | Sell |
2,380
-231
| -9% | -$11.6K | 0.04% | 237 |
|
2020
Q4 | $131K | Sell |
2,611
-4
| -0.2% | -$201 | 0.05% | 208 |
|
2020
Q3 | $131K | Sell |
2,615
-9
| -0.3% | -$451 | 0.06% | 195 |
|
2020
Q2 | $131K | Buy |
2,624
+635
| +32% | +$31.8K | 0.07% | 185 |
|
2020
Q1 | $96.4K | Buy |
1,989
+1,049
| +112% | +$50.9K | 0.07% | 194 |
|
2019
Q4 | $47.2K | Buy |
940
+923
| +5,429% | +$46.4K | 0.03% | 318 |
|
2019
Q3 | $858 | Buy |
+17
| New | +$858 | ﹤0.01% | 764 |
|