Legacy Capital Group California’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 | $240K | Sell |
4,689
-374
| -7% | -$19.1K | 0.07% | 298 |
|
|
2025
Q1 | $258K | Buy |
+5,063
| New | +$258K | 0.09% | 266 |
|
|
2024
Q2 | – | Sell |
-16,988
| Closed | -$857K | – | 329 |
|
|
2024
Q1 | $857K | Sell |
16,988
-1,333
| -7% | -$67.3K | 0.32% | 94 |
|
|
2023
Q4 | $926K | Sell |
18,321
-1,428
| -7% | -$72.1K | 0.36% | 71 |
|
|
2023
Q3 | $985K | Buy |
+19,749
| New | +$985K | 0.42% | 59 |
|