Main Street Financial Solutions’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
2023
Q3
Sell
-5,159
Closed -$256K 471
2023
Q2
$256K Sell
5,159
-1,702
-25% -$84.6K 0.03% 379
2023
Q1
$340K Sell
6,861
-776
-10% -$38.5K 0.05% 322
2022
Q4
$376K Sell
7,637
-1,441
-16% -$70.9K 0.06% 283
2022
Q3
$447K Sell
9,078
-6,861
-43% -$338K 0.07% 253
2022
Q2
$785K Sell
15,939
-1,614
-9% -$79.5K 0.1% 180
2022
Q1
$870K Buy
17,553
+3,521
+25% +$175K 0.13% 164
2021
Q4
$701K Buy
14,032
+2,627
+23% +$131K 0.1% 200
2021
Q3
$572K Buy
11,405
+1,693
+17% +$84.9K 0.09% 232
2021
Q2
$487K Sell
9,712
-2,442
-20% -$122K 0.08% 248
2021
Q1
$610K Sell
12,154
-2,148
-15% -$108K 0.11% 191
2020
Q4
$718K Buy
+14,302
New +$718K 0.15% 149