Meridian Management’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 | $352K | Hold |
6,900
| – | – | 0.1% | 63 |
|
|
2025
Q1 | $351K | Hold |
6,900
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $348K | Hold |
6,900
| – | – | 0.09% | 74 |
|
|
2024
Q3 | $354K | Hold |
6,900
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $347K | Hold |
6,900
| – | – | 0.1% | 76 |
|
|
2024
Q1 | $348K | Hold |
6,900
| – | – | 0.1% | 79 |
|
|
2023
Q4 | $348K | Sell |
6,900
-1,075
| -13% | -$54.2K | 0.1% | 73 |
|
|
2023
Q3 | $398K | Hold |
7,975
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $397K | Sell |
7,975
-985
| -11% | -$49K | 0.12% | 71 |
|
|
2023
Q1 | $444K | Hold |
8,960
| – | – | 0.15% | 64 |
|
|
2022
Q4 | $441K | Hold |
8,960
| – | – | 0.16% | 57 |
|
|
2022
Q3 | $441K | Hold |
8,960
| – | – | 0.18% | 53 |
|
|
2022
Q2 | $441K | Sell |
8,960
-15
| -0.2% | -$738 | 0.17% | 51 |
|
|
2022
Q1 | $445K | Buy |
8,975
+15
| +0.2% | +$744 | 0.14% | 63 |
|
|
2021
Q4 | $448K | Hold |
8,960
| – | – | 0.13% | 62 |
|
|
2021
Q3 | $449K | Hold |
8,960
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $449K | Sell |
8,960
-2,350
| -21% | -$118K | 0.13% | 64 |
|
|
2021
Q1 | $568K | Hold |
11,310
| – | – | 0.18% | 54 |
|
|
2020
Q4 | $567K | Hold |
11,310
| – | – | 0.18% | 51 |
|
|
2020
Q3 | $567K | Hold |
11,310
| – | – | 0.21% | 51 |
|
|
2020
Q2 | $566K | Sell |
11,310
-750
| -6% | -$37.5K | 0.23% | 50 |
|
|
2020
Q1 | $585K | Hold |
12,060
| – | – | 0.28% | 47 |
|
|
2019
Q4 | $606K | Hold |
12,060
| – | – | 0.24% | 50 |
|
|
2019
Q3 | $607K | Hold |
12,060
| – | – | 0.27% | 47 |
|
|
2019
Q2 | $607K | Buy |
12,060
+100
| +0.8% | +$5.03K | 0.27% | 48 |
|
|
2019
Q1 | $601K | Sell |
11,960
-4,390
| -27% | -$221K | 0.3% | 48 |
|
|
2018
Q4 | $815K | Sell |
16,350
-8,110
| -33% | -$404K | 0.42% | 50 |
|
|
2018
Q3 | $1.23M | Buy |
24,460
+5,600
| +30% | +$281K | 0.53% | 53 |
|
|
2018
Q2 | $946K | Hold |
18,860
| – | – | 0.44% | 53 |
|
|
2018
Q1 | $946K | Hold |
18,860
| – | – | 0.44% | 51 |
|
|
2017
Q4 | $945K | Buy |
+18,860
| New | +$945K | 0.44% | 53 |
|