MHR
Matthew Hamilton Rosenberg’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
16,523
-1,496
| -8% | -$76.4K | 0.2% | 49 |
|
|
2025
Q1 | $917K | Sell |
18,019
-274
| -1% | -$13.9K | 0.23% | 47 |
|
|
2024
Q4 | $924K | Sell |
18,293
-140
| -0.8% | -$7.07K | 0.24% | 46 |
|
|
2024
Q3 | $945K | Buy |
18,433
+1,172
| +7% | +$60.1K | 0.25% | 43 |
|
|
2024
Q2 | $865K | Sell |
17,261
-14,165
| -45% | -$710K | 0.26% | 42 |
|
|
2024
Q1 | $1.58M | Sell |
31,426
-809
| -3% | -$40.6K | 0.46% | 29 |
|
|
2023
Q4 | $1.63M | Sell |
32,235
-2,388
| -7% | -$121K | 0.5% | 27 |
|
|
2023
Q3 | $1.73M | Sell |
34,623
-313,238
| -90% | -$15.6M | 0.58% | 25 |
|
|
2023
Q2 | $17.3M | Buy |
347,861
+18,903
| +6% | +$940K | 5.85% | 4 |
|
|
2023
Q1 | $16.3M | Buy |
328,958
+21,232
| +7% | +$1.05M | 5.26% | 4 |
|
|
2022
Q4 | $15.2M | Buy |
307,726
+2,865
| +0.9% | +$141K | 5.14% | 4 |
|
|
2022
Q3 | $15M | Buy |
304,861
+16,059
| +6% | +$791K | 5.81% | 4 |
|
|
2022
Q2 | $14.2M | Buy |
288,802
+62,874
| +28% | +$3.1M | 5.36% | 3 |
|
|
2022
Q1 | $11.2M | Sell |
225,928
-8,858
| -4% | -$439K | 3.92% | 4 |
|
|
2021
Q4 | $11.7M | Sell |
234,786
-25,418
| -10% | -$1.27M | 4.17% | 4 |
|
|
2021
Q3 | $13M | Buy |
260,204
+87,790
| +51% | +$4.4M | 5.15% | 3 |
|
|
2021
Q2 | $8.65M | Buy |
172,414
+28,068
| +19% | +$1.41M | 4.5% | 4 |
|
|
2021
Q1 | $7.25M | Buy |
144,346
+20,088
| +16% | +$1.01M | 4.13% | 4 |
|
|
2020
Q4 | $6.23M | Buy |
124,258
+44,472
| +56% | +$2.23M | 3.89% | 4 |
|
|
2020
Q3 | $4M | Buy |
79,786
+17,746
| +29% | +$889K | 2.94% | 6 |
|
|
2020
Q2 | $3.1M | Buy |
62,040
+61,440
| +10,240% | +$3.07M | 2.47% | 7 |
|
|
2020
Q1 | $1.8M | Buy |
+600
| New | +$1.8M | 1.79% | 13 |
|