Larson Financial 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
Q2 | $335K | Buy |
6,564
+7
| +0.1% | +$358 | 0.01% | 538 |
|
|
2025
Q1 | $334K | Sell |
6,557
-103
| -2% | -$5.24K | 0.02% | 495 |
|
|
2024
Q4 | $336K | Sell |
6,660
-120
| -2% | -$6.06K | 0.02% | 449 |
|
|
2024
Q3 | $347K | Buy |
6,780
+9
| +0.1% | +$461 | 0.02% | 427 |
|
|
2024
Q2 | $341K | Sell |
6,771
-688
| -9% | -$34.6K | 0.02% | 345 |
|
|
2024
Q1 | $376K | Sell |
7,459
-92
| -1% | -$4.64K | 0.03% | 274 |
|
|
2023
Q4 | $381K | Sell |
7,551
-1,288
| -15% | -$65.1K | 0.03% | 254 |
|
|
2023
Q3 | $441K | Hold |
8,839
| – | – | 0.04% | 211 |
|
|
2023
Q2 | $439K | Buy |
8,839
+313
| +4% | +$15.6K | 0.04% | 210 |
|
|
2023
Q1 | $423K | Sell |
8,526
-4,761
| -36% | -$236K | 0.05% | 221 |
|
|
2022
Q4 | $655K | Buy |
13,287
+7,287
| +121% | +$359K | 0.08% | 174 |
|
|
2022
Q3 | $296K | Buy |
+6,000
| New | +$296K | 0.04% | 227 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | – | – | 1257 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 924 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 889 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 894 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 809 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 794 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 721 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 615 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 543 |
|
|
2019
Q1 | $0 | Sell |
7
-15
| -68% | – | ﹤0.01% | 524 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 427 |
|