IFG Advisory’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 | $477K | Buy |
9,342
+3,763
| +67% | +$192K | 0.02% | 479 |
|
|
2025
Q1 | $284K | Sell |
5,579
-19,421
| -78% | -$988K | 0.02% | 578 |
|
|
2024
Q4 | $22.4K | Buy |
+25,000
| New | +$22.4K | ﹤0.01% | 655 |
|
|
2020
Q3 | – | Sell |
-4,395
| Closed | -$219K | – | 415 |
|
|
2020
Q2 | $219K | Buy |
+4,395
| New | +$219K | 0.04% | 360 |
|
|
2019
Q4 | – | Sell |
-4,409
| Closed | -$221K | – | 416 |
|
|
2019
Q3 | $221K | Sell |
4,409
-42,004
| -91% | -$2.11M | 0.04% | 368 |
|
|
2019
Q2 | $3.52M | Buy |
46,413
+5,521
| +14% | +$419K | 0.62% | 29 |
|
|
2019
Q1 | $3.3M | Buy |
+40,892
| New | +$3.3M | 0.63% | 28 |
|
|
2018
Q1 | – | Sell |
-46,763
| Closed | -$3.48M | – | 344 |
|
|
2017
Q4 | $3.48M | Buy |
+46,763
| New | +$3.48M | 0.78% | 27 |
|