Prospera Financial Services’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 | $1.17M | Buy |
22,978
+5,500
| +31% | +$281K | 0.02% | 605 |
|
|
2025
Q1 | $889K | Buy |
17,478
+146
| +0.8% | +$7.43K | 0.02% | 593 |
|
|
2024
Q4 | $875K | Buy |
17,332
+3,000
| +21% | +$152K | 0.02% | 583 |
|
|
2024
Q3 | $734K | Buy |
14,332
+3,454
| +32% | +$177K | 0.02% | 601 |
|
|
2024
Q2 | $547K | Buy |
10,878
+2,900
| +36% | +$146K | 0.02% | 683 |
|
|
2024
Q1 | $403K | Buy |
+7,978
| New | +$403K | 0.01% | 781 |
|
|
2023
Q2 | – | Sell |
-5,597
| Closed | -$278K | – | 1056 |
|
|
2023
Q1 | $278K | Sell |
5,597
-4,403
| -44% | -$218K | 0.01% | 808 |
|
|
2022
Q4 | $493K | Sell |
10,000
-527
| -5% | -$26K | 0.02% | 538 |
|
|
2022
Q3 | $518K | Hold |
10,527
| – | – | 0.03% | 511 |
|
|
2022
Q2 | $519K | Sell |
10,527
-15,548
| -60% | -$767K | 0.03% | 503 |
|
|
2022
Q1 | $1.29M | Buy |
26,075
+859
| +3% | +$42.6K | 0.05% | 365 |
|
|
2021
Q4 | $1.26M | Buy |
25,216
+18,791
| +292% | +$938K | 0.05% | 353 |
|
|
2021
Q3 | $322K | Buy |
6,425
+515
| +9% | +$25.8K | 0.02% | 644 |
|
|
2021
Q2 | $297K | Buy |
5,910
+100
| +2% | +$5.03K | 0.01% | 660 |
|
|
2021
Q1 | $292K | Buy |
5,810
+494
| +9% | +$24.8K | 0.02% | 628 |
|
|
2020
Q4 | $266K | Buy |
5,316
+4,536
| +582% | +$227K | 0.02% | 566 |
|
|
2020
Q3 | $39K | Sell |
780
-3,982
| -84% | -$199K | 0.01% | 698 |
|
|
2020
Q2 | $238K | Buy |
4,762
+300
| +7% | +$15K | 0.02% | 501 |
|
|
2020
Q1 | $216K | Buy |
4,462
+150
| +3% | +$7.26K | 0.02% | 456 |
|
|
2019
Q4 | $217K | Buy |
+4,312
| New | +$217K | 0.02% | 551 |
|
|
2016
Q4 | – | Sell |
-5,830
| Closed | -$293K | – | 406 |
|
|
2016
Q3 | $293K | Buy |
5,830
+1,600
| +38% | +$80.4K | 0.06% | 268 |
|
|
2016
Q2 | $212K | Sell |
4,230
-2,650
| -39% | -$133K | 0.04% | 308 |
|
|
2016
Q1 | $344K | Hold |
6,880
| – | – | 0.08% | 192 |
|
|
2015
Q4 | $344K | Sell |
6,880
-100
| -1% | -$5K | 0.08% | 178 |
|
|
2015
Q3 | $350K | Buy |
+6,980
| New | +$350K | 0.09% | 164 |
|