Integrated Investment Consultants’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
$16.2M Buy
317,803
+60,556
+24% +$3.09M 3.19% 4
2025
Q1
$13.1M Buy
257,247
+82,342
+47% +$4.19M 2.61% 7
2024
Q4
$8.83M Buy
174,905
+75,063
+75% +$3.79M 1.82% 11
2024
Q3
$5.12M Buy
99,842
+91,979
+1,170% +$4.71M 1.11% 20
2024
Q2
$397K Hold
7,863
0.11% 159
2024
Q1
$397K Buy
7,863
+714
+10% +$36K 0.11% 159
2023
Q4
$361K Buy
+7,149
New +$361K 0.11% 162