Iron Horse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Sell |
531
-425
| -44% | -$21.7K | 0.01% | 188 |
|
|
2025
Q1 | $48.6K | Sell |
956
-15
| -2% | -$763 | 0.02% | 128 |
|
|
2024
Q4 | $49K | Hold |
971
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $49.8K | Hold |
971
| – | – | 0.02% | 111 |
|
|
2024
Q2 | $48.9K | Hold |
971
| – | – | 0.02% | 104 |
|
|
2024
Q1 | $49K | Hold |
971
| – | – | 0.02% | 89 |
|
|
2023
Q4 | $49.1K | Sell |
971
-34
| -3% | -$1.72K | 0.02% | 80 |
|
|
2023
Q3 | $50.1K | Sell |
1,005
-291
| -22% | -$14.5K | 0.02% | 80 |
|
|
2023
Q2 | $64.4K | Sell |
1,296
-450
| -26% | -$22.4K | 0.03% | 69 |
|
|
2023
Q1 | $86.6K | Hold |
1,746
| – | – | 0.04% | 62 |
|
|
2022
Q4 | $86K | Buy |
1,746
+1,275
| +271% | +$62.8K | 0.05% | 56 |
|
|
2022
Q3 | $23K | Sell |
471
-1,275
| -73% | -$62.3K | 0.03% | 59 |
|
|
2022
Q2 | $86K | Sell |
1,746
-625
| -26% | -$30.8K | 0.05% | 54 |
|
|
2022
Q1 | $118K | Hold |
2,371
| – | – | 0.06% | 52 |
|
|
2021
Q4 | $118K | Hold |
2,371
| – | – | 0.07% | 56 |
|
|
2021
Q3 | $119K | Sell |
2,371
-1,129
| -32% | -$56.7K | 0.07% | 48 |
|
|
2021
Q2 | $176K | Hold |
3,500
| – | – | 0.12% | 45 |
|
|
2021
Q1 | $176K | Sell |
3,500
-569
| -14% | -$28.6K | 0.13% | 41 |
|
|
2020
Q4 | $204K | Buy |
+4,069
| New | +$204K | 0.16% | 31 |
|