Planning Alternatives’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 | $1.12M | Hold |
21,997
| – | – | 0.16% | 30 |
|
|
2025
Q1 | $1.12M | Sell |
21,997
-2,871
| -12% | -$146K | 0.17% | 29 |
|
|
2024
Q4 | $1.26M | Hold |
24,868
| – | – | 0.19% | 25 |
|
|
2024
Q3 | $1.27M | Sell |
24,868
-23,638
| -49% | -$1.21M | 0.19% | 25 |
|
|
2024
Q2 | $2.44M | Sell |
48,506
-13,767
| -22% | -$693K | 0.4% | 18 |
|
|
2024
Q1 | $3.14M | Sell |
62,273
-78,515
| -56% | -$3.96M | 0.52% | 15 |
|
|
2023
Q4 | $7.11M | Buy |
140,788
+27,558
| +24% | +$1.39M | 1.25% | 14 |
|
|
2023
Q3 | $5.65M | Sell |
113,230
-445
| -0.4% | -$22.2K | 1.09% | 14 |
|
|
2023
Q2 | $5.65M | Sell |
113,675
-2,295
| -2% | -$114K | 1.04% | 14 |
|
|
2023
Q1 | $5.75M | Sell |
115,970
-1,084,635
| -90% | -$53.8M | 1.12% | 14 |
|
|
2022
Q4 | $59.2M | Buy |
+1,200,605
| New | +$59.2M | 10.77% | 2 |
|