Mayflower Financial Advisors’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 | $258K | Sell |
5,041
-56
| -1% | -$2.86K | 0.04% | 340 |
|
|
2025
Q1 | $259K | Buy |
5,097
+898
| +21% | +$45.7K | 0.04% | 328 |
|
|
2024
Q4 | $212K | Hold |
4,199
| – | – | 0.03% | 362 |
|
|
2024
Q3 | $215K | Hold |
4,199
| – | – | 0.03% | 350 |
|
|
2024
Q2 | $211K | Hold |
4,199
| – | – | 0.03% | 330 |
|
|
2024
Q1 | $212K | Hold |
4,199
| – | – | 0.04% | 336 |
|
|
2023
Q4 | $212K | Hold |
4,199
| – | – | 0.03% | 316 |
|
|
2023
Q3 | $209K | Hold |
4,199
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $209K | Hold |
4,199
| – | – | 0.03% | 332 |
|
|
2023
Q1 | $208K | Hold |
4,199
| – | – | 0.03% | 324 |
|
|
2022
Q4 | $207K | Hold |
4,199
| – | – | 0.03% | 320 |
|
|
2022
Q3 | $207K | Hold |
4,199
| – | – | 0.03% | 304 |
|
|
2022
Q2 | $207K | Sell |
4,199
-530
| -11% | -$26.1K | 0.03% | 302 |
|
|
2022
Q1 | $234K | Hold |
4,729
| – | – | 0.03% | 303 |
|
|
2021
Q4 | $236K | Hold |
4,729
| – | – | 0.03% | 297 |
|
|
2021
Q3 | $237K | Hold |
4,729
| – | – | 0.03% | 294 |
|
|
2021
Q2 | $237K | Sell |
4,729
-595
| -11% | -$29.8K | 0.03% | 278 |
|
|
2021
Q1 | $267K | Buy |
5,324
+329
| +7% | +$16.5K | 0.04% | 241 |
|
|
2020
Q4 | $251K | Buy |
+4,995
| New | +$251K | 0.04% | 227 |
|