Intrua Financial’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 | $345K | Buy |
6,752
+306
| +5% | +$15.6K | 0.05% | 263 |
|
|
2025
Q1 | $328K | Sell |
6,446
-625
| -9% | -$31.8K | 0.05% | 260 |
|
|
2024
Q4 | $357K | Hold |
7,071
| – | – | 0.05% | 246 |
|
|
2024
Q3 | $362K | Hold |
7,071
| – | – | 0.05% | 277 |
|
|
2024
Q2 | $356K | Hold |
7,071
| – | – | 0.05% | 280 |
|
|
2024
Q1 | $357K | Sell |
7,071
-380
| -5% | -$19.2K | 0.05% | 290 |
|
|
2023
Q4 | $376K | Hold |
7,451
| – | – | 0.06% | 271 |
|
|
2023
Q3 | $372K | Sell |
7,451
-1,800
| -19% | -$89.8K | 0.06% | 238 |
|
|
2023
Q2 | $460K | Sell |
9,251
-1,387
| -13% | -$69K | 0.08% | 212 |
|
|
2023
Q1 | $528K | Sell |
10,638
-1,821
| -15% | -$90.4K | 0.11% | 173 |
|
|
2022
Q4 | $617K | Sell |
12,459
-2,036
| -14% | -$101K | 0.14% | 154 |
|
|
2022
Q3 | $714K | Sell |
14,495
-4,010
| -22% | -$198K | 0.19% | 120 |
|
|
2022
Q2 | $912K | Hold |
18,505
| – | – | 0.19% | 117 |
|
|
2022
Q1 | $917K | Sell |
18,505
-3,041
| -14% | -$151K | 0.16% | 128 |
|
|
2021
Q4 | $1.08M | Sell |
21,546
-3,275
| -13% | -$164K | 0.19% | 117 |
|
|
2021
Q3 | $1.24M | Sell |
24,821
-325
| -1% | -$16.3K | 0.23% | 100 |
|
|
2021
Q2 | $1.26M | Sell |
25,146
-2,126
| -8% | -$107K | 0.3% | 75 |
|
|
2021
Q1 | $1.37M | Buy |
+27,272
| New | +$1.37M | 0.35% | 60 |
|