Mather Group’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
2024
Q3
Sell
-100
Closed -$5.05K 2016
2024
Q2
$5.05K Sell
100
-235
-70% -$11.9K ﹤0.01% 1619
2024
Q1
$16.9K Buy
+335
New +$16.9K ﹤0.01% 1089
2020
Q4
Sell
-10,998
Closed -$551K 263
2020
Q3
$551K Sell
10,998
-20,199
-65% -$1.01M 0.02% 131
2020
Q2
$1.56M Sell
31,197
-33,085
-51% -$1.65M 0.07% 66
2020
Q1
$3.12M Buy
64,282
+5,380
+9% +$261K 0.22% 46
2019
Q4
$2.96M Buy
+58,902
New +$2.96M 0.19% 46