Koshinski Asset 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 | $557K | Sell |
10,905
-791
| -7% | -$40.4K | 0.04% | 379 |
|
|
2025
Q1 | $595K | Sell |
11,696
-319
| -3% | -$16.2K | 0.05% | 338 |
|
|
2024
Q4 | $607M | Hold |
12,015
| – | – | 0.05% | 326 |
|
|
2024
Q3 | $616K | Sell |
12,015
-150
| -1% | -$7.69K | 0.05% | 322 |
|
|
2024
Q2 | $612K | Hold |
12,165
| – | – | 0.06% | 298 |
|
|
2024
Q1 | $614K | Buy |
+12,165
| New | +$614K | 0.06% | 291 |
|
|
2023
Q4 | – | Sell |
-12,264
| Closed | -$612K | – | 587 |
|
|
2023
Q3 | $612K | Hold |
12,264
| – | – | 0.07% | 280 |
|
|
2023
Q2 | $610K | Buy |
+12,264
| New | +$610K | 0.07% | 301 |
|
|
2023
Q1 | – | Sell |
-16,766
| Closed | -$826K | – | 602 |
|
|
2022
Q4 | $826K | Buy |
16,766
+2,578
| +18% | +$127K | 0.08% | 258 |
|
|
2022
Q3 | $699K | Sell |
14,188
-877
| -6% | -$43.2K | 0.08% | 265 |
|
|
2022
Q2 | $742K | Sell |
15,065
-1,667
| -10% | -$82.1K | 0.07% | 286 |
|
|
2022
Q1 | $829K | Sell |
16,732
-1,200
| -7% | -$59.5K | 0.07% | 288 |
|
|
2021
Q4 | $896K | Sell |
17,932
-1,494
| -8% | -$74.6K | 0.07% | 280 |
|
|
2021
Q3 | $974K | Buy |
19,426
+5,512
| +40% | +$276K | 0.08% | 262 |
|
|
2021
Q2 | $698K | Buy |
13,914
+12
| +0.1% | +$602 | 0.09% | 258 |
|
|
2021
Q1 | $698K | Buy |
13,902
+624
| +5% | +$31.3K | 0.07% | 297 |
|
|
2020
Q4 | $666K | Buy |
13,278
+450
| +4% | +$22.6K | 0.08% | 262 |
|
|
2020
Q3 | $643 | Sell |
12,828
-187
| -1% | -$9 | 0.09% | 241 |
|
|
2020
Q2 | $651K | Sell |
13,015
-162
| -1% | -$8.1K | 0.11% | 233 |
|
|
2020
Q1 | $639K | Sell |
13,177
-7,226
| -35% | -$350K | 0.13% | 203 |
|
|
2019
Q4 | $1.03M | Buy |
+20,403
| New | +$1.03M | 0.18% | 175 |
|
|
2019
Q3 | – | Sell |
-12,218
| Closed | -$615K | – | 225 |
|
|
2019
Q2 | $615K | Buy |
12,218
+4,284
| +54% | +$216K | 0.25% | 124 |
|
|
2019
Q1 | $399 | Buy |
+7,934
| New | +$399 | 0.11% | 240 |
|