LGT Financial Advisors’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 | $38.2K | Hold |
747
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $38K | Hold |
747
| – | – | 0.12% | 118 |
|
|
2024
Q4 | $37.7K | Sell |
747
-1,330
| -64% | -$67.2K | 0.08% | 188 |
|
|
2024
Q3 | $106K | Sell |
2,077
-1,476
| -42% | -$75.6K | 0.26% | 67 |
|
|
2024
Q2 | $179K | Sell |
3,553
-19
| -0.5% | -$956 | 0.38% | 52 |
|
|
2024
Q1 | $180K | Sell |
3,572
-460
| -11% | -$23.2K | 0.21% | 113 |
|
|
2023
Q4 | $204K | Sell |
4,032
-1,209
| -23% | -$61.1K | 0.25% | 88 |
|
|
2023
Q3 | $261K | Sell |
5,241
-1,896
| -27% | -$94.6K | 0.33% | 65 |
|
|
2023
Q2 | $355K | Buy |
+7,137
| New | +$355K | 0.38% | 77 |
|
|
2023
Q1 | – | Sell |
-10,292
| Closed | -$507K | – | 162 |
|
|
2022
Q4 | $507K | Buy |
+10,292
| New | +$507K | 0.6% | 31 |
|