Lowe Brockenbrough & Co’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 | $7.09M | Buy |
138,677
+25,150
| +22% | +$1.29M | 0.4% | 65 |
|
|
2025
Q1 | $5.78M | Sell |
113,527
-7,300
| -6% | -$371K | 0.38% | 70 |
|
|
2024
Q4 | $6.1M | Buy |
120,827
+2,842
| +2% | +$144K | 0.39% | 67 |
|
|
2024
Q3 | $6.05M | Sell |
117,985
-2,915
| -2% | -$149K | 0.39% | 71 |
|
|
2024
Q2 | $6.08M | Sell |
120,900
-1,600
| -1% | -$80.5K | 0.41% | 70 |
|
|
2024
Q1 | $6.18M | Sell |
122,500
-5,154
| -4% | -$260K | 0.42% | 69 |
|
|
2023
Q4 | $6.45M | Sell |
127,654
-11,069
| -8% | -$559K | 0.5% | 61 |
|
|
2023
Q3 | $6.92M | Sell |
138,723
-7,114
| -5% | -$355K | 0.54% | 59 |
|
|
2023
Q2 | $7.25M | Sell |
145,837
-3,175
| -2% | -$158K | 0.55% | 58 |
|
|
2023
Q1 | $7.39M | Sell |
149,012
-4,867
| -3% | -$241K | 0.6% | 56 |
|
|
2022
Q4 | $7.58M | Sell |
153,879
-59,380
| -28% | -$2.93M | 0.66% | 54 |
|
|
2022
Q3 | $10.5M | Sell |
213,259
-15,108
| -7% | -$744K | 1.01% | 27 |
|
|
2022
Q2 | $11.2M | Sell |
228,367
-11,085
| -5% | -$546K | 0.98% | 28 |
|
|
2022
Q1 | $11.9M | Buy |
+239,452
| New | +$11.9M | 0.88% | 34 |
|
|
2021
Q4 | – | Sell |
-238,420
| Closed | -$12M | – | 269 |
|
|
2021
Q3 | $12M | Buy |
+238,420
| New | +$12M | 0.93% | 35 |
|