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 |
|