LPL Financial’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 | $131M | Buy |
2,562,461
+170,353
| +7% | +$8.71M | 0.04% | 385 |
|
|
2025
Q1 | $122M | Buy |
2,392,108
+198,499
| +9% | +$10.1M | 0.05% | 367 |
|
|
2024
Q4 | $111M | Buy |
2,193,609
+142,965
| +7% | +$7.22M | 0.05% | 367 |
|
|
2024
Q3 | $105M | Buy |
2,050,644
+127,069
| +7% | +$6.51M | 0.05% | 354 |
|
|
2024
Q2 | $96.8M | Buy |
1,923,575
+185,406
| +11% | +$9.33M | 0.05% | 346 |
|
|
2024
Q1 | $87.7M | Buy |
1,738,169
+540,295
| +45% | +$27.3M | 0.05% | 359 |
|
|
2023
Q4 | $60.5M | Sell |
1,197,874
-313,470
| -21% | -$15.8M | 0.04% | 438 |
|
|
2023
Q3 | $75.4M | Sell |
1,511,344
-5,364
| -0.4% | -$268K | 0.05% | 312 |
|
|
2023
Q2 | $75.4M | Sell |
1,516,708
-169,146
| -10% | -$8.41M | 0.05% | 312 |
|
|
2023
Q1 | $83.6M | Buy |
1,685,854
+196,080
| +13% | +$9.73M | 0.07% | 270 |
|
|
2022
Q4 | $73.4M | Buy |
1,489,774
+44,490
| +3% | +$2.19M | 0.06% | 288 |
|
|
2022
Q3 | $71.2M | Buy |
1,445,284
+105,504
| +8% | +$5.2M | 0.07% | 261 |
|
|
2022
Q2 | $66M | Buy |
1,339,780
+142,560
| +12% | +$7.02M | 0.06% | 281 |
|
|
2022
Q1 | $59.3M | Buy |
1,197,220
+108,382
| +10% | +$5.37M | 0.05% | 326 |
|
|
2021
Q4 | $54.4M | Sell |
1,088,838
-245,170
| -18% | -$12.2M | 0.05% | 349 |
|
|
2021
Q3 | $66.9M | Buy |
1,334,008
+80,404
| +6% | +$4.03M | 0.06% | 284 |
|
|
2021
Q2 | $62.9M | Sell |
1,253,604
-169,378
| -12% | -$8.5M | 0.06% | 278 |
|
|
2021
Q1 | $71.4M | Sell |
1,422,982
-72,237
| -5% | -$3.63M | 0.08% | 229 |
|
|
2020
Q4 | $75M | Sell |
1,495,219
-1,216,810
| -45% | -$61M | 0.1% | 197 |
|
|
2020
Q3 | $136M | Sell |
2,712,029
-93,425
| -3% | -$4.68M | 0.21% | 96 |
|
|
2020
Q2 | $140M | Sell |
2,805,454
-1,161,590
| -29% | -$58.1M | 0.24% | 82 |
|
|
2020
Q1 | $192M | Buy |
3,967,044
+535,827
| +16% | +$26M | 0.41% | 46 |
|
|
2019
Q4 | $172M | Sell |
3,431,217
-682,069
| -17% | -$34.3M | 0.31% | 62 |
|
|
2019
Q3 | $207M | Buy |
4,113,286
+178,874
| +5% | +$9M | 0.42% | 44 |
|
|
2019
Q2 | $198M | Sell |
3,934,412
-140,102
| -3% | -$7.05M | 0.42% | 44 |
|
|
2019
Q1 | $205M | Sell |
4,074,514
-421,031
| -9% | -$21.2M | 0.47% | 37 |
|
|
2018
Q4 | $224M | Buy |
4,495,545
+848,321
| +23% | +$42.3M | 0.6% | 28 |
|
|
2018
Q3 | $183M | Buy |
3,647,224
+1,745,811
| +92% | +$87.6M | 0.44% | 39 |
|
|
2018
Q2 | $95.4M | Buy |
1,901,413
+381,905
| +25% | +$19.2M | 0.25% | 82 |
|
|
2018
Q1 | $76.2M | Buy |
1,519,508
+495,904
| +48% | +$24.9M | 0.21% | 98 |
|
|
2017
Q4 | $51.3M | Buy |
1,023,604
+158,555
| +18% | +$7.95M | 0.16% | 122 |
|
|
2017
Q3 | $43.5M | Buy |
865,049
+33,016
| +4% | +$1.66M | 0.15% | 126 |
|
|
2017
Q2 | $41.8M | Buy |
832,033
+187,186
| +29% | +$9.41M | 0.16% | 124 |
|
|
2017
Q1 | $32.4M | Buy |
644,847
+57,144
| +10% | +$2.87M | 0.22% | 76 |
|
|
2016
Q4 | $29.5M | Sell |
587,703
-24,752
| -4% | -$1.24M | 0.22% | 69 |
|
|
2016
Q3 | $30.7M | Buy |
612,455
+190,656
| +45% | +$9.56M | 0.29% | 64 |
|
|
2016
Q2 | $21.1M | Sell |
421,799
-121,445
| -22% | -$6.09M | 0.18% | 88 |
|
|
2016
Q1 | $27.2M | Sell |
543,244
-99,076
| -15% | -$4.95M | 0.08% | 223 |
|
|
2015
Q4 | $32.1M | Buy |
642,320
+312,454
| +95% | +$15.6M | 0.09% | 209 |
|
|
2015
Q3 | $16.5M | Sell |
329,866
-399,405
| -55% | -$20M | 0.09% | 199 |
|
|
2015
Q2 | $36.5M | Buy |
729,271
+693,037
| +1,913% | +$34.7M | 0.19% | 113 |
|
|
2015
Q1 | $1.82M | Sell |
36,234
-2,665
| -7% | -$134K | 0.01% | 960 |
|
|
2014
Q4 | $1.95M | Buy |
+38,899
| New | +$1.95M | 0.01% | 888 |
|