One Advisory Partners’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 | $309K | Hold |
6,068
| – | – | 0.1% | 49 |
|
|
2025
Q1 | $309K | Hold |
6,068
| – | – | 0.13% | 41 |
|
|
2024
Q4 | $306K | Sell |
6,068
-7,896
| -57% | -$399K | 0.14% | 40 |
|
|
2024
Q3 | $716K | Buy |
13,964
+2,759
| +25% | +$141K | 0.31% | 27 |
|
|
2024
Q2 | $564K | Hold |
11,205
| – | – | 0.26% | 29 |
|
|
2024
Q1 | $565K | Sell |
11,205
-228
| -2% | -$11.5K | 0.28% | 30 |
|
|
2023
Q4 | $578K | Buy |
11,433
+3,223
| +39% | +$163K | 0.3% | 29 |
|
|
2023
Q3 | $410K | Buy |
+8,210
| New | +$410K | 0.24% | 34 |
|
|
2020
Q4 | – | Sell |
-40,559
| Closed | -$2.03M | – | 30 |
|
|
2020
Q3 | $2.03M | Buy |
40,559
+1,508
| +4% | +$75.6K | 1.54% | 17 |
|
|
2020
Q2 | $1.95M | Buy |
+39,051
| New | +$1.95M | 1.58% | 18 |
|