Investment Advisory Group’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 | $917K | Sell |
17,953
-1,230
| -6% | -$62.9K | 0.28% | 71 |
|
|
2025
Q1 | $976K | Sell |
19,183
-30
| -0.2% | -$1.53K | 0.33% | 64 |
|
|
2024
Q4 | $970K | Buy |
19,213
+1,290
| +7% | +$65.1K | 0.32% | 64 |
|
|
2024
Q3 | $918K | Sell |
17,923
-200
| -1% | -$10.2K | 0.32% | 63 |
|
|
2024
Q2 | $912K | Hold |
18,123
| – | – | 0.35% | 61 |
|
|
2024
Q1 | $914K | Buy |
18,123
+400
| +2% | +$20.2K | 0.38% | 56 |
|
|
2023
Q4 | $895K | Sell |
17,723
-920
| -5% | -$46.5K | 0.41% | 53 |
|
|
2023
Q3 | $930K | Hold |
18,643
| – | – | 0.48% | 48 |
|
|
2023
Q2 | $927K | Buy |
18,643
+2,500
| +15% | +$124K | 0.47% | 47 |
|
|
2023
Q1 | $801K | Buy |
16,143
+1,160
| +8% | +$57.5K | 0.46% | 50 |
|
|
2022
Q4 | $738K | Sell |
14,983
-800
| -5% | -$39.4K | 0.45% | 49 |
|
|
2022
Q3 | $777K | Sell |
15,783
-1,339
| -8% | -$65.9K | 0.54% | 43 |
|
|
2022
Q2 | $846K | Sell |
17,122
-3,053
| -15% | -$151K | 0.58% | 41 |
|
|
2022
Q1 | $1M | Sell |
20,175
-110
| -0.5% | -$5.47K | 0.61% | 38 |
|
|
2021
Q4 | $1.01M | Buy |
+20,285
| New | +$1.01M | 0.65% | 37 |
|