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