Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.14M | Buy |
63,714
+4,109
| +7% | +$202K | 0.13% | 167 |
|
|
2022
Q2 | $2.94M | Buy |
59,605
+2,162
| +4% | +$106K | 0.12% | 176 |
|
|
2022
Q1 | $2.85M | Buy |
57,443
+13,255
| +30% | +$657K | 0.11% | 189 |
|
|
2021
Q4 | $2.21M | Buy |
44,188
+8,470
| +24% | +$423K | 0.1% | 207 |
|
|
2021
Q3 | $1.79M | Sell |
35,718
-2,630
| -7% | -$132K | 0.09% | 243 |
|
|
2021
Q2 | $1.92M | Sell |
38,348
-5,790
| -13% | -$290K | 0.09% | 242 |
|
|
2021
Q1 | $2.22M | Buy |
44,138
+7,303
| +20% | +$366K | 0.12% | 180 |
|
|
2020
Q4 | $1.85M | Buy |
36,835
+3,963
| +12% | +$199K | 0.1% | 214 |
|
|
2020
Q3 | $1.65M | Sell |
32,872
-400
| -1% | -$20K | 0.14% | 167 |
|
|
2020
Q2 | $1.66M | Sell |
33,272
-19,198
| -37% | -$960K | 0.15% | 159 |
|
|
2020
Q1 | $2.55M | Buy |
52,470
+12,544
| +31% | +$608K | 0.23% | 110 |
|
|
2019
Q4 | $2.01M | Sell |
39,926
-11,652
| -23% | -$585K | 0.14% | 165 |
|
|
2019
Q3 | $2.6M | Sell |
51,578
-8,805
| -15% | -$443K | 0.2% | 117 |
|
|
2019
Q2 | $3.04M | Sell |
60,383
-4,662
| -7% | -$234K | 0.23% | 109 |
|
|
2019
Q1 | $3.27M | Sell |
65,045
-11,209
| -15% | -$563K | 0.28% | 88 |
|
|
2018
Q4 | $3.8M | Buy |
+76,254
| New | +$3.8M | 0.34% | 76 |
|
|
2018
Q3 | – | Sell |
-28,895
| Closed | -$1.45M | – | 264 |
|
|
2018
Q2 | $1.45M | Buy |
28,895
+1,175
| +4% | +$58.9K | 0.26% | 77 |
|
|
2018
Q1 | $1.39M | Buy |
27,720
+3,243
| +13% | +$163K | 0.09% | 184 |
|
|
2017
Q4 | $1.23M | Buy |
24,477
+11,665
| +91% | +$585K | 0.13% | 161 |
|
|
2017
Q3 | $644K | Buy |
12,812
+273
| +2% | +$13.7K | 0.1% | 113 |
|
|
2017
Q2 | $630K | Buy |
+12,539
| New | +$630K | 0.09% | 145 |
|
|
2017
Q1 | – | Sell |
-11,025
| Closed | -$553K | – | 317 |
|
|
2016
Q4 | $553K | Sell |
11,025
-8,074
| -42% | -$405K | 0.09% | 122 |
|
|
2016
Q3 | $959K | Buy |
19,099
+2,067
| +12% | +$104K | 0.14% | 109 |
|
|
2016
Q2 | $854K | Buy |
17,032
+1,398
| +9% | +$70.1K | 0.16% | 101 |
|
|
2016
Q1 | $782K | Buy |
+15,634
| New | +$782K | 0.25% | 82 |
|
|
2015
Q4 | – | Sell |
-12,894
| Closed | -$646K | – | 139 |
|
|
2015
Q3 | $646K | Buy |
+12,894
| New | +$646K | 0.25% | 91 |
|