GPS Wealth Strategies Group’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
$15.3K Hold
300
﹤0.01% 922
2025
Q1
$15.3K Sell
300
-700
-70% -$35.6K ﹤0.01% 896
2024
Q4
$50.5K Hold
1,000
0.01% 575
2024
Q3
$51.2K Hold
1,000
0.01% 570
2024
Q2
$50.3K Hold
1,000
0.01% 537
2024
Q1
$50.5K Buy
+1,000
New +$50.5K 0.01% 507
2022
Q4
Sell
-162
Closed -$8K 740
2022
Q3
$8K Hold
162
﹤0.01% 812
2022
Q2
$8K Hold
162
﹤0.01% 810
2022
Q1
$8K Sell
162
-163
-50% -$8.05K ﹤0.01% 772
2021
Q4
$16K Hold
325
﹤0.01% 638
2021
Q3
$16K Hold
325
﹤0.01% 618
2021
Q2
$16K Hold
325
﹤0.01% 647
2021
Q1
$16K Buy
+325
New +$16K ﹤0.01% 591