Mutual 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 | $1.22M | Sell |
23,919
-25,715
| -52% | -$1.31M | 0.03% | 435 |
|
|
2025
Q1 | $2.53M | Sell |
49,634
-24,474
| -33% | -$1.25M | 0.07% | 240 |
|
|
2024
Q4 | $3.75M | Sell |
74,108
-3,073
| -4% | -$155K | 0.11% | 180 |
|
|
2024
Q3 | $3.92M | Buy |
77,181
+7,484
| +11% | +$380K | 0.11% | 165 |
|
|
2024
Q2 | $3.53M | Buy |
69,697
+32,523
| +87% | +$1.65M | 0.11% | 178 |
|
|
2024
Q1 | $1.88M | Sell |
37,174
-5,375
| -13% | -$271K | 0.06% | 291 |
|
|
2023
Q4 | $2.15M | Buy |
42,549
+4,907
| +13% | +$248K | 0.07% | 250 |
|
|
2023
Q3 | $1.88M | Buy |
37,642
+14,608
| +63% | +$729K | 0.07% | 264 |
|
|
2023
Q2 | $1.15M | Buy |
+23,034
| New | +$1.15M | 0.04% | 394 |
|
|
2021
Q2 | – | Sell |
-8,117
| Closed | -$407K | – | 837 |
|
|
2021
Q1 | $407K | Sell |
8,117
-8,166
| -50% | -$409K | 0.03% | 545 |
|
|
2020
Q4 | $817K | Sell |
16,283
-10,327
| -39% | -$518K | 0.06% | 357 |
|
|
2020
Q3 | $1.33M | Sell |
26,610
-1,166
| -4% | -$58.4K | 0.12% | 195 |
|
|
2020
Q2 | $1.39M | Sell |
27,776
-3,248
| -10% | -$162K | 0.14% | 175 |
|
|
2020
Q1 | $1.5M | Sell |
31,024
-954
| -3% | -$46.2K | 0.2% | 129 |
|
|
2019
Q4 | $1.61M | Sell |
31,978
-337
| -1% | -$16.9K | 0.17% | 144 |
|
|
2019
Q3 | $1.63M | Buy |
32,315
+6,457
| +25% | +$325K | 0.21% | 116 |
|
|
2019
Q2 | $1.3M | Buy |
25,858
+2,528
| +11% | +$127K | 0.17% | 150 |
|
|
2019
Q1 | $1.17M | Buy |
+23,330
| New | +$1.17M | 0.17% | 141 |
|