IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,453
| Closed | -$625K | – | 860 |
|
|
2020
Q4 | $625K | Sell |
12,453
-2,162
| -15% | -$109K | 0.05% | 343 |
|
|
2020
Q3 | $732K | Sell |
14,615
-1,544
| -10% | -$77.3K | 0.07% | 258 |
|
|
2020
Q2 | $808K | Sell |
16,159
-3,682
| -19% | -$184K | 0.11% | 204 |
|
|
2020
Q1 | $962K | Buy |
19,841
+1,720
| +9% | +$83.4K | 0.14% | 165 |
|
|
2019
Q4 | $911K | Sell |
18,121
-692
| -4% | -$34.8K | 0.11% | 214 |
|
|
2019
Q3 | $947K | Buy |
18,813
+12,592
| +202% | +$634K | 0.13% | 185 |
|
|
2019
Q2 | $313K | Sell |
6,221
-3,424
| -36% | -$172K | 0.05% | 387 |
|
|
2019
Q1 | $485K | Sell |
9,645
-1,007
| -9% | -$50.6K | 0.08% | 270 |
|
|
2018
Q4 | $531K | Buy |
10,652
+1,354
| +15% | +$67.5K | 0.1% | 229 |
|
|
2018
Q3 | $467K | Buy |
9,298
+3,292
| +55% | +$165K | 0.1% | 237 |
|
|
2018
Q2 | $301K | Buy |
6,006
+4,414
| +277% | +$221K | 0.08% | 304 |
|
|
2018
Q1 | $80K | Buy |
1,592
+381
| +31% | +$19.1K | 0.02% | 540 |
|
|
2017
Q4 | $61K | Buy |
+1,211
| New | +$61K | 0.02% | 633 |
|