LVW 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 | $2.81M | Buy |
54,935
+1,026
| +2% | +$52.4K | 0.31% | 41 |
|
|
2025
Q1 | $2.74M | Buy |
53,909
+3,342
| +7% | +$170K | 0.33% | 41 |
|
|
2024
Q4 | $2.55M | Buy |
50,567
+5,800
| +13% | +$293K | 0.31% | 52 |
|
|
2024
Q3 | $2.29M | Buy |
44,767
+3,108
| +7% | +$159K | 0.29% | 51 |
|
|
2024
Q2 | $2.1M | Buy |
41,659
+1,231
| +3% | +$62K | 0.31% | 49 |
|
|
2024
Q1 | $2.04M | Sell |
40,428
-4,427
| -10% | -$223K | 0.35% | 48 |
|
|
2023
Q4 | $2.27M | Buy |
44,855
+558
| +1% | +$28.2K | 0.42% | 43 |
|
|
2023
Q3 | $2.21M | Buy |
44,297
+4,151
| +10% | +$207K | 0.46% | 45 |
|
|
2023
Q2 | $2M | Buy |
40,146
+13,034
| +48% | +$648K | 0.38% | 56 |
|
|
2023
Q1 | $1.34M | Buy |
27,112
+155
| +0.6% | +$7.69K | 0.26% | 76 |
|
|
2022
Q4 | $1.33M | Buy |
26,957
+445
| +2% | +$21.9K | 0.27% | 76 |
|
|
2022
Q3 | $1.31M | Sell |
26,512
-4,771
| -15% | -$235K | 0.29% | 71 |
|
|
2022
Q2 | $1.54M | Buy |
31,283
+18,854
| +152% | +$929K | 0.31% | 64 |
|
|
2022
Q1 | $617K | Buy |
+12,429
| New | +$617K | 0.1% | 121 |
|