RIA
Realta Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
49,491
+7,171
| +17% | +$366K | 1% | 22 |
|
|
2025
Q1 | $2.15M | Sell |
42,320
-8,059
| -16% | -$410K | 0.98% | 22 |
|
|
2024
Q4 | $2.54M | Buy |
50,379
+871
| +2% | +$44K | 1.04% | 20 |
|
|
2024
Q3 | $2.52M | Buy |
49,508
+2,366
| +5% | +$120K | 1.16% | 17 |
|
|
2024
Q2 | $2.37M | Buy |
47,142
+1,491
| +3% | +$75K | 0.46% | 43 |
|
|
2024
Q1 | $2.3M | Buy |
45,651
+15,267
| +50% | +$770K | 0.47% | 43 |
|
|
2023
Q4 | $1.54M | Buy |
+30,384
| New | +$1.54M | 0.35% | 61 |
|
|
2020
Q1 | – | Sell |
-1,349
| Closed | -$68K | – | 996 |
|
|
2019
Q4 | $68K | Hold |
1,349
| – | – | 0.02% | 596 |
|
|
2019
Q3 | $68K | Buy |
1,349
+958
| +245% | +$48.3K | 0.02% | 592 |
|
|
2019
Q2 | $20K | Sell |
391
-85
| -18% | -$4.35K | 0.01% | 936 |
|
|
2019
Q1 | $24K | Buy |
+476
| New | +$24K | 0.01% | 710 |
|