Northwestern Mutual Wealth 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 | $7.03M | Buy |
137,592
+2,369
| +2% | +$121K | 0.01% | 590 |
|
|
2025
Q1 | $6.88M | Buy |
135,223
+16,257
| +14% | +$827K | 0.01% | 570 |
|
|
2024
Q4 | $6.01M | Sell |
118,966
-1,876
| -2% | -$94.7K | 0.01% | 571 |
|
|
2024
Q3 | $6.19M | Sell |
120,842
-1,107
| -0.9% | -$56.7K | 0.01% | 568 |
|
|
2024
Q2 | $6.14M | Sell |
121,949
-39,802
| -25% | -$2M | 0.01% | 541 |
|
|
2024
Q1 | $8.16M | Buy |
161,751
+21,244
| +15% | +$1.07M | 0.01% | 460 |
|
|
2023
Q4 | $7.1M | Buy |
140,507
+38,520
| +38% | +$1.95M | 0.01% | 460 |
|
|
2023
Q3 | $5.09M | Buy |
101,987
+22,567
| +28% | +$1.13M | 0.01% | 499 |
|
|
2023
Q2 | $3.95M | Buy |
79,420
+7,675
| +11% | +$382K | 0.01% | 546 |
|
|
2023
Q1 | $3.56M | Sell |
71,745
-7,305
| -9% | -$362K | 0.01% | 546 |
|
|
2022
Q4 | $3.89M | Buy |
79,050
+22,130
| +39% | +$1.09M | 0.01% | 519 |
|
|
2022
Q3 | $2.8M | Sell |
56,920
-6,219
| -10% | -$306K | ﹤0.01% | 531 |
|
|
2022
Q2 | $3.11M | Buy |
63,139
+4,391
| +7% | +$216K | 0.01% | 524 |
|
|
2022
Q1 | $2.91M | Buy |
58,748
+11,159
| +23% | +$553K | ﹤0.01% | 547 |
|
|
2021
Q4 | $2.38M | Sell |
47,589
-1,665
| -3% | -$83.2K | ﹤0.01% | 576 |
|
|
2021
Q3 | $2.47M | Sell |
49,254
-7,274
| -13% | -$365K | ﹤0.01% | 531 |
|
|
2021
Q2 | $2.84M | Sell |
56,528
-5,006
| -8% | -$251K | 0.01% | 480 |
|
|
2021
Q1 | $3.09M | Sell |
61,534
-11,687
| -16% | -$587K | 0.01% | 425 |
|
|
2020
Q4 | $3.67M | Buy |
73,221
+1,687
| +2% | +$84.6K | 0.01% | 373 |
|
|
2020
Q3 | $3.59M | Sell |
71,534
-21,339
| -23% | -$1.07M | 0.01% | 339 |
|
|
2020
Q2 | $4.65M | Buy |
92,873
+5,556
| +6% | +$278K | 0.01% | 290 |
|
|
2020
Q1 | $4.23M | Sell |
87,317
-57,649
| -40% | -$2.8M | 0.02% | 268 |
|
|
2019
Q4 | $7.29M | Sell |
144,966
-11,625
| -7% | -$584K | 0.02% | 224 |
|
|
2019
Q3 | $7.88M | Buy |
156,591
+36,672
| +31% | +$1.85M | 0.03% | 213 |
|
|
2019
Q2 | $6.04M | Buy |
119,919
+11,595
| +11% | +$584K | 0.02% | 234 |
|
|
2019
Q1 | $5.44M | Buy |
108,324
+40,607
| +60% | +$2.04M | 0.02% | 238 |
|
|
2018
Q4 | $3.38M | Buy |
67,717
+49,185
| +265% | +$2.45M | 0.02% | 278 |
|
|
2018
Q3 | $930K | Buy |
18,532
+566
| +3% | +$28.4K | ﹤0.01% | 448 |
|
|
2018
Q2 | $901K | Buy |
17,966
+63
| +0.4% | +$3.16K | 0.01% | 435 |
|
|
2018
Q1 | $898K | Buy |
17,903
+12,681
| +243% | +$636K | 0.01% | 418 |
|
|
2017
Q4 | $262K | Buy |
+5,222
| New | +$262K | ﹤0.01% | 651 |
|