Proathlete 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 | $7.33M | Sell |
143,482
-6,296
| -4% | -$322K | 2.33% | 9 |
|
2025
Q1 | $7.62M | Buy |
149,778
+2,962
| +2% | +$151K | 2.78% | 10 |
|
2024
Q4 | $7.41M | Buy |
146,816
+22,561
| +18% | +$1.14M | 2.79% | 10 |
|
2024
Q3 | $6.37M | Buy |
124,255
+12,804
| +11% | +$656K | 2.62% | 10 |
|
2024
Q2 | $5.61M | Buy |
111,451
+9,500
| +9% | +$478K | 2.66% | 9 |
|
2024
Q1 | $5.14M | Buy |
101,951
+8,090
| +9% | +$408K | 2.74% | 8 |
|
2023
Q4 | $4.74M | Buy |
+93,861
| New | +$4.74M | 2.81% | 8 |
|