PFG Private 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 | – | Sell |
-700
| Closed | -$35.6K | – | 177 |
|
|
2025
Q1 | $35.6K | Hold |
700
| – | – | 0.02% | 101 |
|
|
2024
Q4 | $35.4K | Hold |
700
| – | – | 0.02% | 103 |
|
|
2024
Q3 | $35.9K | Hold |
700
| – | – | 0.02% | 102 |
|
|
2024
Q2 | $35.2K | Hold |
700
| – | – | 0.02% | 104 |
|
|
2024
Q1 | $35.3K | Hold |
700
| – | – | 0.02% | 101 |
|
|
2023
Q4 | $35.4K | Hold |
700
| – | – | 0.02% | 89 |
|
|
2023
Q3 | $34.9K | Hold |
700
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $34.8K | Hold |
700
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $34.7K | Hold |
700
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $34K | Hold |
700
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $34K | Hold |
700
| – | – | 0.02% | 148 |
|
|
2022
Q2 | $34K | Hold |
700
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $35K | Hold |
700
| – | – | 0.02% | 161 |
|
|
2021
Q4 | $35K | Hold |
700
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $35K | Buy |
+700
| New | +$35K | 0.02% | 156 |
|