HighTower 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 | $10.2M | Buy |
199,768
+5,924
| +3% | +$303K | 0.01% | 787 |
|
|
2025
Q1 | $9.86M | Sell |
193,844
-33,440
| -15% | -$1.7M | 0.01% | 774 |
|
|
2024
Q4 | $11.5M | Sell |
227,284
-5,791
| -2% | -$292K | 0.02% | 698 |
|
|
2024
Q3 | $11.9M | Buy |
233,075
+19,982
| +9% | +$1.02M | 0.02% | 693 |
|
|
2024
Q2 | $10.7M | Sell |
213,093
-50,116
| -19% | -$2.52M | 0.02% | 694 |
|
|
2024
Q1 | $13.3M | Buy |
263,209
+174,337
| +196% | +$8.8M | 0.02% | 591 |
|
|
2023
Q4 | $4.49M | Buy |
88,872
+36,245
| +69% | +$1.83M | 0.01% | 1025 |
|
|
2023
Q3 | $2.63M | Sell |
52,627
-1,415
| -3% | -$70.6K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $2.69M | Buy |
54,042
+706
| +1% | +$35.1K | 0.01% | 1189 |
|
|
2023
Q1 | $2.65M | Sell |
53,336
-2,701
| -5% | -$134K | 0.01% | 1133 |
|
|
2022
Q4 | $2.76M | Sell |
56,037
-3,436
| -6% | -$169K | 0.01% | 1100 |
|
|
2022
Q3 | $2.93M | Sell |
59,473
-18,696
| -24% | -$921K | 0.01% | 1024 |
|
|
2022
Q2 | $3.85M | Sell |
78,169
-26,639
| -25% | -$1.31M | 0.01% | 933 |
|
|
2022
Q1 | $5.2M | Sell |
104,808
-14,552
| -12% | -$722K | 0.01% | 867 |
|
|
2021
Q4 | $5.97M | Buy |
119,360
+10,792
| +10% | +$540K | 0.01% | 805 |
|
|
2021
Q3 | $5.46M | Sell |
108,568
-23,292
| -18% | -$1.17M | 0.01% | 787 |
|
|
2021
Q2 | $6.63M | Sell |
131,860
-16,373
| -11% | -$823K | 0.02% | 688 |
|
|
2021
Q1 | $7.45M | Sell |
148,233
-27,663
| -16% | -$1.39M | 0.02% | 591 |
|
|
2020
Q4 | $8.83M | Sell |
175,896
-56,066
| -24% | -$2.81M | 0.04% | 403 |
|
|
2020
Q3 | $11.6M | Buy |
231,962
+59,636
| +35% | +$2.99M | 0.06% | 306 |
|
|
2020
Q2 | $8.63M | Sell |
172,326
-87,974
| -34% | -$4.4M | 0.05% | 365 |
|
|
2020
Q1 | $12.6M | Buy |
260,300
+45,014
| +21% | +$2.18M | 0.08% | 235 |
|
|
2019
Q4 | $10.8M | Sell |
215,286
-17,823
| -8% | -$897K | 0.06% | 308 |
|
|
2019
Q3 | $11.7M | Buy |
233,109
+4,667
| +2% | +$235K | 0.06% | 295 |
|
|
2019
Q2 | $11.5M | Buy |
228,442
+55,382
| +32% | +$2.79M | 0.07% | 299 |
|
|
2019
Q1 | $8.7M | Sell |
173,060
-2,548
| -1% | -$128K | 0.06% | 335 |
|
|
2018
Q4 | $8.74M | Buy |
175,608
+120,799
| +220% | +$6.01M | 0.07% | 292 |
|
|
2018
Q3 | $2.76M | Buy |
54,809
+38,183
| +230% | +$1.92M | 0.02% | 725 |
|
|
2018
Q2 | $832K | Sell |
16,626
-8,120
| -33% | -$406K | 0.01% | 1210 |
|
|
2018
Q1 | $1.25M | Buy |
24,746
+11,609
| +88% | +$585K | 0.01% | 986 |
|
|
2017
Q4 | $661K | Buy |
13,137
+1,645
| +14% | +$82.8K | 0.01% | 1317 |
|
|
2017
Q3 | $575K | Buy |
11,492
+5,360
| +87% | +$268K | ﹤0.01% | 1362 |
|
|
2017
Q2 | $308K | Buy |
6,132
+285
| +5% | +$14.3K | ﹤0.01% | 1605 |
|
|
2017
Q1 | $294K | Buy |
5,847
+1,199
| +26% | +$60.3K | ﹤0.01% | 1564 |
|
|
2016
Q4 | $236K | Sell |
4,648
-719
| -13% | -$36.5K | ﹤0.01% | 1595 |
|
|
2016
Q3 | $271K | Sell |
5,367
-848
| -14% | -$42.8K | ﹤0.01% | 1500 |
|
|
2016
Q2 | $314K | Sell |
6,215
-159
| -2% | -$8.03K | ﹤0.01% | 1304 |
|
|
2016
Q1 | $320K | Buy |
6,374
+36
| +0.6% | +$1.81K | ﹤0.01% | 1512 |
|
|
2015
Q4 | $319K | Buy |
6,338
+623
| +11% | +$31.4K | ﹤0.01% | 1530 |
|
|
2015
Q3 | $288K | Sell |
5,715
-3,875
| -40% | -$195K | ﹤0.01% | 1470 |
|
|
2015
Q2 | $481K | Buy |
9,590
+193
| +2% | +$9.68K | 0.01% | 1025 |
|
|
2015
Q1 | $471K | Buy |
+9,397
| New | +$471K | 0.01% | 1096 |
|