KFA Private Wealth 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
Q1 | – | Sell |
-4,416
| Closed | -$223K | – | 115 |
|
|
2024
Q4 | $223K | Sell |
4,416
-5,192
| -54% | -$262K | 0.09% | 87 |
|
|
2024
Q3 | $492K | Sell |
9,608
-1,343
| -12% | -$68.8K | 0.24% | 40 |
|
|
2024
Q2 | $551K | Sell |
10,951
-6,902
| -39% | -$347K | 0.29% | 40 |
|
|
2024
Q1 | $901K | Buy |
17,853
+1,951
| +12% | +$98.4K | 0.28% | 38 |
|
|
2023
Q4 | $803K | Buy |
+15,902
| New | +$803K | 0.29% | 34 |
|