KA
Klingman & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
40,413
-2,750
| -6% | -$141K | 0.11% | 75 |
|
|
2025
Q1 | $2.2M | Hold |
43,163
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $2.18M | Hold |
43,163
| – | – | 0.13% | 66 |
|
|
2024
Q3 | $2.21M | Hold |
43,163
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $2.17M | Hold |
43,163
| – | – | 0.15% | 62 |
|
|
2024
Q1 | $2.18M | Hold |
43,163
| – | – | 0.15% | 63 |
|
|
2023
Q4 | $2.18M | Hold |
43,163
| – | – | 0.16% | 61 |
|
|
2023
Q3 | $2.15M | Sell |
43,163
-2,750
| -6% | -$137K | 0.17% | 58 |
|
|
2023
Q2 | $2.28M | Sell |
45,913
-7,597
| -14% | -$378K | 0.18% | 53 |
|
|
2023
Q1 | $2.65M | Sell |
53,510
-37,924
| -41% | -$1.88M | 0.23% | 47 |
|
|
2022
Q4 | $4.5M | Sell |
91,434
-57,450
| -39% | -$2.83M | 0.4% | 40 |
|
|
2022
Q3 | $7.33M | Sell |
148,884
-8,755
| -6% | -$431K | 0.72% | 31 |
|
|
2022
Q2 | $7.77M | Sell |
157,639
-163,145
| -51% | -$8.04M | 0.76% | 31 |
|
|
2022
Q1 | $15.9M | Sell |
320,784
-5,061
| -2% | -$251K | 1.35% | 22 |
|
|
2021
Q4 | $16.3M | Sell |
325,845
-10,419
| -3% | -$520K | 1.4% | 21 |
|
|
2021
Q3 | $16.9M | Sell |
336,264
-7,379
| -2% | -$370K | 1.58% | 21 |
|
|
2021
Q2 | $17.2M | Buy |
343,643
+22,316
| +7% | +$1.12M | 1.65% | 20 |
|
|
2021
Q1 | $16.1M | Sell |
321,327
-2,602
| -0.8% | -$131K | 1.67% | 19 |
|
|
2020
Q4 | $16.3M | Sell |
323,929
-2,087
| -0.6% | -$105K | 1.88% | 18 |
|
|
2020
Q3 | $16.3M | Buy |
326,016
+15,792
| +5% | +$791K | 2.2% | 14 |
|
|
2020
Q2 | $15.5M | Sell |
310,224
-6,819
| -2% | -$341K | 2.37% | 14 |
|
|
2020
Q1 | $15.4M | Sell |
317,043
-2,646
| -0.8% | -$128K | 3.14% | 9 |
|
|
2019
Q4 | $16.1M | Buy |
319,689
+14,954
| +5% | +$751K | 2.63% | 10 |
|
|
2019
Q3 | $15.3M | Sell |
304,735
-8,246
| -3% | -$415K | 2.75% | 10 |
|
|
2019
Q2 | $15.8M | Buy |
312,981
+6,637
| +2% | +$334K | 2.93% | 10 |
|
|
2019
Q1 | $15.4M | Buy |
306,344
+179
| +0.1% | +$8.99K | 3% | 11 |
|
|
2018
Q4 | $15.3M | Buy |
306,165
+12,582
| +4% | +$627K | 3.44% | 9 |
|
|
2018
Q3 | $14.7M | Buy |
293,583
+33,093
| +13% | +$1.66M | 3.02% | 12 |
|
|
2018
Q2 | $13.1M | Sell |
260,490
-89,759
| -26% | -$4.5M | 2.81% | 12 |
|
|
2018
Q1 | $17.6M | Buy |
350,249
+33,184
| +10% | +$1.66M | 3.94% | 10 |
|
|
2017
Q4 | $15.9M | Buy |
317,065
+59,635
| +23% | +$2.99M | 3.47% | 11 |
|
|
2017
Q3 | $12.9M | Buy |
257,430
+85,733
| +50% | +$4.31M | 3.19% | 12 |
|
|
2017
Q2 | $8.63M | Buy |
171,697
+61,506
| +56% | +$3.09M | 2.3% | 12 |
|
|
2017
Q1 | $5.54M | Buy |
110,191
+14,627
| +15% | +$735K | 1.54% | 14 |
|
|
2016
Q4 | $4.8M | Buy |
95,564
+10,213
| +12% | +$512K | 1.46% | 17 |
|
|
2016
Q3 | $4.28M | Buy |
85,351
+74,361
| +677% | +$3.73M | 1.29% | 19 |
|
|
2016
Q2 | $551K | Hold |
10,990
| – | – | 0.18% | 51 |
|
|
2016
Q1 | $550K | Hold |
10,990
| – | – | 0.2% | 53 |
|
|
2015
Q4 | $550K | Buy |
10,990
+6,000
| +120% | +$300K | 0.21% | 56 |
|
|
2015
Q3 | $249K | Hold |
4,990
| – | – | 0.1% | 91 |
|
|
2015
Q2 | $250K | Buy |
4,990
+3,000
| +151% | +$150K | 0.1% | 77 |
|
|
2015
Q1 | $100K | Hold |
1,990
| – | – | 0.04% | 130 |
|
|
2014
Q4 | $99K | Buy |
+1,990
| New | +$99K | 0.04% | 133 |
|