Pinnacle Wealth Management Advisory Group’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 |
-9,389
| Closed | -$478K | – | 380 |
|
|
2025
Q1 | $478K | Buy |
9,389
+3,385
| +56% | +$172K | 0.04% | 215 |
|
|
2024
Q4 | $303K | Buy |
6,004
+475
| +9% | +$24K | 0.03% | 281 |
|
|
2024
Q3 | $283K | Sell |
5,529
-65,491
| -92% | -$3.36M | 0.03% | 293 |
|
|
2024
Q2 | $3.57M | Buy |
71,020
+6,418
| +10% | +$323K | 0.37% | 62 |
|
|
2024
Q1 | $3.26M | Buy |
64,602
+4,714
| +8% | +$238K | 0.35% | 67 |
|
|
2023
Q4 | $3.03M | Buy |
59,888
+9,455
| +19% | +$478K | 0.35% | 68 |
|
|
2023
Q3 | $2.52M | Buy |
50,433
+3,111
| +7% | +$155K | 0.33% | 74 |
|
|
2023
Q2 | $2.35M | Buy |
47,322
+3,487
| +8% | +$173K | 0.29% | 77 |
|
|
2023
Q1 | $2.17M | Buy |
43,835
+6,680
| +18% | +$331K | 0.29% | 76 |
|
|
2022
Q4 | $1.83M | Sell |
37,155
-3,995
| -10% | -$197K | 0.28% | 75 |
|
|
2022
Q3 | $2.03M | Sell |
41,150
-58,359
| -59% | -$2.87M | 0.34% | 68 |
|
|
2022
Q2 | $4.9M | Sell |
99,509
-8,135
| -8% | -$401K | 0.79% | 28 |
|
|
2022
Q1 | $5.34M | Buy |
107,644
+9,481
| +10% | +$470K | 0.77% | 28 |
|
|
2021
Q4 | $4.9M | Buy |
98,163
+3,810
| +4% | +$190K | 0.8% | 31 |
|
|
2021
Q3 | $4.73M | Buy |
94,353
+4,480
| +5% | +$225K | 1.11% | 23 |
|
|
2021
Q2 | $4.51M | Buy |
89,873
+4,675
| +5% | +$234K | 1.06% | 23 |
|
|
2021
Q1 | $4.28M | Buy |
85,198
+15,050
| +21% | +$755K | 1.2% | 22 |
|
|
2020
Q4 | $3.52M | Buy |
70,148
+15,335
| +28% | +$769K | 1.07% | 24 |
|
|
2020
Q3 | $2.75M | Buy |
54,813
+8,194
| +18% | +$411K | 0.96% | 25 |
|
|
2020
Q2 | $2.33M | Buy |
46,619
+1,925
| +4% | +$96.3K | 0.87% | 26 |
|
|
2020
Q1 | $2.17M | Buy |
44,694
+5,390
| +14% | +$261K | 1.05% | 25 |
|
|
2019
Q4 | $1.98M | Buy |
39,304
+3,545
| +10% | +$178K | 0.74% | 36 |
|
|
2019
Q3 | $1.8M | Buy |
35,759
+21,935
| +159% | +$1.1M | 0.75% | 37 |
|
|
2019
Q2 | $696K | Buy |
13,824
+5,190
| +60% | +$261K | 0.3% | 88 |
|
|
2019
Q1 | $434K | Buy |
+8,634
| New | +$434K | 0.2% | 112 |
|