Madrona Financial Services’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 | $262K | Hold |
5,135
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $261K | Hold |
5,135
| – | – | 0.07% | 83 |
|
|
2024
Q4 | $259K | Hold |
5,135
| – | – | 0.07% | 88 |
|
|
2024
Q3 | $263K | Hold |
5,135
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $258K | Hold |
5,135
| – | – | 0.08% | 79 |
|
|
2024
Q1 | $259K | Hold |
5,135
| – | – | 0.09% | 75 |
|
|
2023
Q4 | $259K | Hold |
5,135
| – | – | 0.1% | 71 |
|
|
2023
Q3 | $256K | Hold |
5,135
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $255K | Sell |
5,135
-316
| -6% | -$15.7K | 0.12% | 82 |
|
|
2023
Q1 | $270K | Buy |
5,451
+316
| +6% | +$15.7K | 0.15% | 68 |
|
|
2022
Q4 | $253K | Hold |
5,135
| – | – | 0.14% | 62 |
|
|
2022
Q3 | $253K | Sell |
5,135
-2,000
| -28% | -$98.5K | 0.16% | 57 |
|
|
2022
Q2 | $351K | Hold |
7,135
| – | – | 0.21% | 53 |
|
|
2022
Q1 | $353K | Hold |
7,135
| – | – | 0.17% | 56 |
|
|
2021
Q4 | $356K | Sell |
7,135
-15
| -0.2% | -$748 | 0.15% | 54 |
|
|
2021
Q3 | $359K | Hold |
7,150
| – | – | 0.17% | 50 |
|
|
2021
Q2 | $359K | Hold |
7,150
| – | – | 0.18% | 44 |
|
|
2021
Q1 | $359K | Sell |
7,150
-794
| -10% | -$39.9K | 0.18% | 45 |
|
|
2020
Q4 | $399K | Buy |
7,944
+794
| +11% | +$39.9K | 0.22% | 36 |
|
|
2020
Q3 | $358K | Hold |
7,150
| – | – | 0.22% | 38 |
|
|
2020
Q2 | $358K | Sell |
7,150
-635
| -8% | -$31.8K | 0.25% | 37 |
|
|
2020
Q1 | $377K | Sell |
7,785
-260
| -3% | -$12.6K | 0.31% | 31 |
|
|
2019
Q4 | $404K | Sell |
8,045
-855
| -10% | -$42.9K | 0.29% | 39 |
|
|
2019
Q3 | $448K | Buy |
8,900
+1,750
| +24% | +$88.1K | 0.33% | 36 |
|
|
2019
Q2 | $360K | Buy |
+7,150
| New | +$360K | 0.33% | 39 |
|