Kestra Advisory Services’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 | $11.1M | Buy |
216,337
+152,423
| +238% | +$7.79M | 0.05% | 345 |
|
|
2025
Q1 | $3.25M | Sell |
63,914
-145,466
| -69% | -$7.4M | 0.02% | 764 |
|
|
2024
Q4 | $10.6M | Buy |
209,380
+155,869
| +291% | +$7.87M | 0.06% | 333 |
|
|
2024
Q3 | $2.74M | Sell |
53,511
-175,510
| -77% | -$8.99M | 0.02% | 806 |
|
|
2024
Q2 | $11.5M | Buy |
229,021
+66,347
| +41% | +$3.34M | 0.06% | 322 |
|
|
2024
Q1 | $8.21M | Buy |
162,674
+41,994
| +35% | +$2.12M | 0.06% | 364 |
|
|
2023
Q4 | $6.1M | Buy |
120,680
+1,997
| +2% | +$101K | 0.05% | 394 |
|
|
2023
Q3 | $5.92M | Buy |
118,683
+87,922
| +286% | +$4.39M | 0.06% | 345 |
|
|
2023
Q2 | $1.53M | Sell |
30,761
-2,442
| -7% | -$121K | 0.02% | 783 |
|
|
2023
Q1 | $1.65M | Sell |
33,203
-69,025
| -68% | -$3.42M | 0.02% | 724 |
|
|
2022
Q4 | $5.04M | Buy |
102,228
+66,799
| +189% | +$3.29M | 0.04% | 436 |
|
|
2022
Q3 | $1.75M | Sell |
35,429
-16,651
| -32% | -$820K | 0.02% | 725 |
|
|
2022
Q2 | $2.57M | Buy |
52,080
+1,713
| +3% | +$84.4K | 0.03% | 579 |
|
|
2022
Q1 | $2.5M | Buy |
50,367
+1,685
| +3% | +$83.5K | 0.03% | 599 |
|
|
2021
Q4 | $2.43M | Buy |
48,682
+20,960
| +76% | +$1.05M | 0.02% | 617 |
|
|
2021
Q3 | $1.39M | Sell |
27,722
-3,508
| -11% | -$176K | 0.01% | 850 |
|
|
2021
Q2 | $1.57M | Sell |
31,230
-9,793
| -24% | -$491K | 0.02% | 747 |
|
|
2021
Q1 | $2.06M | Sell |
41,023
-16,799
| -29% | -$843K | 0.03% | 586 |
|
|
2020
Q4 | $2.9M | Buy |
57,822
+8,410
| +17% | +$422K | 0.03% | 476 |
|
|
2020
Q3 | $2.48M | Buy |
+49,412
| New | +$2.48M | 0.05% | 383 |
|