Guardian Wealth Advisors (Minnesota)’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 | $2.67M | Sell |
52,312
-9,380
| -15% | -$479K | 1.58% | 12 |
|
|
2025
Q1 | $3.14M | Buy |
61,692
+50
| +0.1% | +$2.54K | 2.01% | 12 |
|
|
2024
Q4 | $3.11M | Buy |
61,642
+1,184
| +2% | +$59.8K | 2% | 12 |
|
|
2024
Q3 | $3.1M | Buy |
60,458
+1,010
| +2% | +$51.8K | 1.91% | 11 |
|
|
2024
Q2 | $2.99M | Buy |
59,448
+904
| +2% | +$45.5K | 1.95% | 11 |
|
|
2024
Q1 | $2.95M | Sell |
58,544
-3,890
| -6% | -$196K | 1.92% | 11 |
|
|
2023
Q4 | $3.15M | Sell |
62,434
-2,085
| -3% | -$105K | 2.2% | 11 |
|
|
2023
Q3 | $3.22M | Sell |
64,519
-2,260
| -3% | -$113K | 2.47% | 11 |
|
|
2023
Q2 | $3.32M | Sell |
66,779
-7,751
| -10% | -$385K | 2.44% | 11 |
|
|
2023
Q1 | $3.7M | Sell |
74,530
-7,446
| -9% | -$369K | 2.9% | 10 |
|
|
2022
Q4 | $4.04M | Sell |
81,976
-2,010
| -2% | -$99K | 3.59% | 9 |
|
|
2022
Q3 | $4.14M | Sell |
83,986
-4,130
| -5% | -$203K | 4.02% | 10 |
|
|
2022
Q2 | $4.34M | Sell |
88,116
-5,524
| -6% | -$272K | 4% | 10 |
|
|
2022
Q1 | $4.64M | Buy |
93,640
+5,060
| +6% | +$251K | 3.82% | 10 |
|
|
2021
Q4 | $4.43M | Buy |
88,580
+14,865
| +20% | +$743K | 3.55% | 10 |
|
|
2021
Q3 | $3.7M | Buy |
73,715
+13,390
| +22% | +$671K | 3.29% | 12 |
|
|
2021
Q2 | $3.03M | Buy |
60,325
+23,975
| +66% | +$1.2M | 2.62% | 13 |
|
|
2021
Q1 | $1.82M | Buy |
36,350
+27,690
| +320% | +$1.39M | 1.69% | 15 |
|
|
2020
Q4 | $434K | Buy |
+8,660
| New | +$434K | 0.43% | 41 |
|