Independent Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,294
| Closed | -$659K | – | 71 |
|
|
2023
Q1 | $659K | Hold |
13,294
| – | – | 0.38% | 40 |
|
|
2022
Q4 | $655K | Hold |
13,294
| – | – | 0.39% | 41 |
|
|
2022
Q3 | $655K | Hold |
13,294
| – | – | 0.32% | 42 |
|
|
2022
Q2 | $655 | Sell |
13,294
-2,024
| -13% | -$100 | 0.32% | 40 |
|
|
2022
Q1 | $759K | Sell |
15,318
-5,983
| -28% | -$296K | 0.25% | 38 |
|
|
2021
Q4 | $1.06M | Buy |
21,301
+8,007
| +60% | +$400K | 0.4% | 22 |
|
|
2021
Q3 | $667K | Sell |
13,294
-500
| -4% | -$25.1K | 0.27% | 30 |
|
|
2021
Q2 | $692K | Hold |
13,794
| – | – | 0.27% | 30 |
|
|
2021
Q1 | $692K | Buy |
+13,794
| New | +$692K | 0.27% | 31 |
|