Principal Securities’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
$72.3K Sell
1,414
-857
-38% -$43.8K ﹤0.01% 1684
2025
Q1
$115K Hold
2,271
﹤0.01% 1373
2024
Q4
$115K Buy
2,271
+297
+15% +$15K ﹤0.01% 1373
2024
Q3
$101K Sell
1,974
-10
-0.5% -$512 ﹤0.01% 1390
2024
Q2
$99.9K Sell
1,984
-4,998
-72% -$252K ﹤0.01% 1333
2024
Q1
$352K Buy
6,982
+2,821
+68% +$142K 0.01% 803
2023
Q4
$210K Buy
+4,161
New +$210K 0.01% 918