HIP
HUB Investment Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,609
| Closed | -$229K | – | 258 |
|
|
2023
Q2 | $229K | Sell |
4,609
-3,481
| -43% | -$173K | 0.04% | 216 |
|
|
2023
Q1 | $401K | Sell |
8,090
-9,193
| -53% | -$456K | 0.08% | 139 |
|
|
2022
Q4 | $852K | Sell |
17,283
-6,565
| -28% | -$323K | 0.19% | 48 |
|
|
2022
Q3 | $1.18M | Sell |
23,848
-11,648
| -33% | -$574K | 0.35% | 65 |
|
|
2022
Q2 | $1.75M | Sell |
35,496
-5,588
| -14% | -$275K | 0.55% | 58 |
|
|
2022
Q1 | $2.04M | Buy |
41,084
+12,636
| +44% | +$627K | 0.48% | 53 |
|
|
2021
Q4 | $1.42M | Buy |
28,448
+6,152
| +28% | +$307K | 0.33% | 73 |
|
|
2021
Q3 | $1.12M | Sell |
22,296
-866
| -4% | -$43.4K | 0.27% | 80 |
|
|
2021
Q2 | $1.16M | Sell |
23,162
-7,594
| -25% | -$381K | 0.31% | 79 |
|
|
2021
Q1 | $1.54M | Sell |
30,756
-8,108
| -21% | -$407K | 0.46% | 63 |
|
|
2020
Q4 | $1.95M | Buy |
+38,864
| New | +$1.95M | 0.89% | 31 |
|