Kingsview 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 | $3.12M | Buy |
61,149
+26,587
| +77% | +$1.36M | 0.05% | 338 |
|
|
2025
Q1 | $1.76M | Buy |
34,562
+7,983
| +30% | +$406K | 0.03% | 413 |
|
|
2024
Q4 | $1.34M | Sell |
26,579
-487
| -2% | -$24.6K | 0.03% | 481 |
|
|
2024
Q3 | $1.39M | Sell |
27,066
-1,071
| -4% | -$54.9K | 0.03% | 457 |
|
|
2024
Q2 | $1.42M | Buy |
28,137
+533
| +2% | +$26.8K | 0.03% | 427 |
|
|
2024
Q1 | $1.39M | Sell |
27,604
-111
| -0.4% | -$5.6K | 0.03% | 418 |
|
|
2023
Q4 | $1.4M | Sell |
27,715
-4,855
| -15% | -$245K | 0.04% | 367 |
|
|
2023
Q3 | $1.62M | Sell |
32,570
-149
| -0.5% | -$7.43K | 0.06% | 330 |
|
|
2023
Q2 | $1.63M | Sell |
32,719
-690
| -2% | -$34.3K | 0.06% | 287 |
|
|
2023
Q1 | $1.66M | Buy |
33,409
+267
| +0.8% | +$13.2K | 0.07% | 269 |
|
|
2022
Q4 | $1.63M | Sell |
33,142
-191
| -0.6% | -$9.41K | 0.07% | 259 |
|
|
2022
Q3 | $1.64M | Sell |
33,333
-1,007
| -3% | -$49.6K | 0.08% | 251 |
|
|
2022
Q2 | $1.69M | Buy |
34,340
+5,232
| +18% | +$258K | 0.08% | 247 |
|
|
2022
Q1 | $1.44M | Sell |
29,108
-4,541
| -13% | -$225K | 0.06% | 301 |
|
|
2021
Q4 | $1.68M | Sell |
33,649
-3,119
| -8% | -$156K | 0.07% | 275 |
|
|
2021
Q3 | $1.84M | Buy |
36,768
+348
| +1% | +$17.5K | 0.09% | 242 |
|
|
2021
Q2 | $1.83M | Buy |
36,420
+154
| +0.4% | +$7.72K | 0.09% | 239 |
|
|
2021
Q1 | $1.82M | Buy |
36,266
+1,299
| +4% | +$65.2K | 0.1% | 208 |
|
|
2020
Q4 | $1.75M | Buy |
34,967
+683
| +2% | +$34.3K | 0.13% | 176 |
|
|
2020
Q3 | $1.72M | Buy |
34,284
+2,861
| +9% | +$143K | 0.15% | 151 |
|
|
2020
Q2 | $1.57M | Buy |
31,423
+1,028
| +3% | +$51.4K | 0.16% | 150 |
|
|
2020
Q1 | $1.47M | Buy |
30,395
+2,738
| +10% | +$133K | 0.2% | 131 |
|
|
2019
Q4 | $1.39M | Sell |
27,657
-1,468
| -5% | -$73.8K | 0.17% | 154 |
|
|
2019
Q3 | $1.47M | Buy |
29,125
+2,167
| +8% | +$109K | 0.23% | 126 |
|
|
2019
Q2 | $1.36M | Buy |
26,958
+638
| +2% | +$32.1K | 0.23% | 120 |
|
|
2019
Q1 | $1.32M | Buy |
26,320
+852
| +3% | +$42.8K | 0.2% | 136 |
|
|
2018
Q4 | $1.27M | Buy |
25,468
+7,125
| +39% | +$355K | 0.28% | 110 |
|
|
2018
Q3 | $921K | Buy |
+18,343
| New | +$921K | 0.19% | 152 |
|