Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,225
| Closed | -$312K | – | 340 |
|
|
2021
Q1 | $312K | Sell |
6,225
-1,293
| -17% | -$64.8K | 0.05% | 230 |
|
|
2020
Q4 | $377K | Sell |
7,518
-5,844
| -44% | -$293K | 0.08% | 163 |
|
|
2020
Q3 | $669K | Sell |
13,362
-13,012
| -49% | -$651K | 0.16% | 115 |
|
|
2020
Q2 | $1.32M | Buy |
26,374
+12,653
| +92% | +$632K | 0.38% | 59 |
|
|
2020
Q1 | $665K | Buy |
+13,721
| New | +$665K | 0.23% | 88 |
|