Parsons Capital 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
$325K Sell
6,357
-12
-0.2% -$613 0.02% 358
2025
Q1
$324K Sell
6,369
-318
-5% -$16.2K 0.02% 354
2024
Q4
$338K Sell
6,687
-827
-11% -$41.8K 0.02% 361
2024
Q3
$385K Buy
7,514
+2,347
+45% +$120K 0.02% 346
2024
Q2
$260K Buy
+5,167
New +$260K 0.02% 391