Phillips Financial 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 |
-6,773
| Closed | -$345K | – | 286 |
|
|
2025
Q1 | $345K | Buy |
6,773
+3
| +0% | +$153 | 0.03% | 151 |
|
|
2024
Q4 | $342K | Sell |
6,770
-438
| -6% | -$22.1K | 0.03% | 144 |
|
|
2024
Q3 | $369K | Sell |
7,208
-175
| -2% | -$8.97K | 0.03% | 146 |
|
|
2024
Q2 | $372K | Sell |
7,383
-2,496
| -25% | -$126K | 0.03% | 146 |
|
|
2024
Q1 | $498K | Buy |
9,879
+3,214
| +48% | +$162K | 0.04% | 132 |
|
|
2023
Q4 | $337K | Buy |
+6,665
| New | +$337K | 0.03% | 145 |
|