Roble Belko & Company’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 | $846K | Sell |
16,554
-2,897
| -15% | -$148K | 0.12% | 55 |
|
|
2025
Q1 | $989K | Sell |
19,451
-105
| -0.5% | -$5.34K | 0.16% | 51 |
|
|
2024
Q4 | $988K | Sell |
19,556
-148
| -0.8% | -$7.48K | 0.16% | 51 |
|
|
2024
Q3 | $1.01M | Sell |
19,704
-1,505
| -7% | -$77.1K | 0.16% | 48 |
|
|
2024
Q2 | $1.07M | Sell |
21,209
-52
| -0.2% | -$2.62K | 0.18% | 48 |
|
|
2024
Q1 | $1.07M | Buy |
21,261
+7
| +0% | +$353 | 0.18% | 47 |
|
|
2023
Q4 | $1.07M | Sell |
21,254
-37,008
| -64% | -$1.87M | 0.2% | 43 |
|
|
2023
Q3 | $2.91M | Sell |
58,262
-3,137
| -5% | -$157K | 0.59% | 33 |
|
|
2023
Q2 | $3.05M | Buy |
61,399
+618
| +1% | +$30.7K | 0.61% | 30 |
|
|
2023
Q1 | $3.02M | Buy |
60,781
+1,323
| +2% | +$65.6K | 0.62% | 31 |
|
|
2022
Q4 | $2.93M | Sell |
59,458
-95,942
| -62% | -$4.73M | 0.62% | 33 |
|
|
2022
Q3 | $7.66M | Sell |
155,400
-70,542
| -31% | -$3.47M | 1.86% | 20 |
|
|
2022
Q2 | $11.1M | Sell |
225,942
-181,680
| -45% | -$8.95M | 2.53% | 16 |
|
|
2022
Q1 | $20.2M | Sell |
407,622
-21,130
| -5% | -$1.05M | 3.84% | 6 |
|
|
2021
Q4 | $21.4M | Buy |
428,752
+12,428
| +3% | +$621K | 4.02% | 7 |
|
|
2021
Q3 | $20.9M | Buy |
416,324
+215,227
| +107% | +$10.8M | 4.29% | 7 |
|
|
2021
Q2 | $10.1M | Buy |
201,097
+975
| +0.5% | +$48.9K | 2.28% | 14 |
|
|
2021
Q1 | $10M | Buy |
200,122
+5,498
| +3% | +$276K | 2.42% | 13 |
|
|
2020
Q4 | $9.76M | Buy |
194,624
+1,464
| +0.8% | +$73.4K | 2.55% | 12 |
|
|
2020
Q3 | $9.68M | Sell |
193,160
-2,464
| -1% | -$123K | 2.84% | 11 |
|
|
2020
Q2 | $9.78M | Buy |
195,624
+4,761
| +2% | +$238K | 2.93% | 11 |
|
|
2020
Q1 | $9.26M | Sell |
190,863
-10,536
| -5% | -$511K | 2.99% | 9 |
|
|
2019
Q4 | $10.1M | Sell |
201,399
-1,181
| -0.6% | -$59.3K | 2.8% | 10 |
|
|
2019
Q3 | $10.2M | Buy |
202,580
+3,428
| +2% | +$173K | 2.99% | 9 |
|
|
2019
Q2 | $10M | Buy |
199,152
+10,110
| +5% | +$509K | 3.1% | 9 |
|
|
2019
Q1 | $9.5M | Buy |
189,042
+8,466
| +5% | +$425K | 3.25% | 9 |
|
|
2018
Q4 | $9M | Sell |
180,576
-18,625
| -9% | -$928K | 3.46% | 8 |
|
|
2018
Q3 | $10M | Sell |
199,201
-12,400
| -6% | -$622K | 3.65% | 8 |
|
|
2018
Q2 | $10.6M | Sell |
211,601
-22,852
| -10% | -$1.15M | 4.04% | 7 |
|
|
2018
Q1 | $11.8M | Buy |
234,453
+6,910
| +3% | +$347K | 4.57% | 7 |
|
|
2017
Q4 | $11.4M | Buy |
227,543
+101,457
| +80% | +$5.08M | 4.66% | 5 |
|
|
2017
Q3 | $6.34M | Buy |
126,086
+125,589
| +25,269% | +$6.32M | 2.81% | 14 |
|
|
2017
Q2 | $25K | Buy |
+497
| New | +$25K | 0.01% | 125 |
|