OneDigital Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.33M | Buy |
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|
2025
Q2 | $6.83M | Sell |
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|
2025
Q1 | $8M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $7.5M | Sell |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $866K | Sell |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $902K | Buy |
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|
2022
Q4 | $895K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $2.25M | Sell |
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|
2019
Q3 | $2.28M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $2.26M | Buy |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $345K | Buy |
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|
2017
Q4 | $100K | Buy |
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