Orion Portfolio Solutions’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
Q1 | $292K | Sell |
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|
2024
Q4 | $326K | Sell |
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2024
Q3 | $350K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $499K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $622K | Sell |
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|
2021
Q4 | $761K | Sell |
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|
2021
Q3 | $808K | Sell |
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|
2021
Q2 | $838K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $2.04M | Buy |
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|
2020
Q2 | $969K | Sell |
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|
2020
Q1 | $10.3M | Buy |
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