Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-133
| Closed | -$6.72K | – | 443 |
|
|
2023
Q4 | $6.72K | Buy |
+133
| New | +$6.72K | ﹤0.01% | 439 |
|
|
2022
Q3 | – | Sell |
-133
| Closed | -$6.55K | – | 414 |
|
|
2022
Q2 | $6.55K | Hold |
133
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $6.59K | Hold |
133
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $7K | Buy |
133
+8
| +6% | +$421 | ﹤0.01% | 615 |
|
|
2021
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $6K | Sell |
125
-2,987
| -96% | -$143K | ﹤0.01% | 563 |
|
|
2020
Q4 | $156K | Hold |
3,112
| – | – | 0.03% | 155 |
|
|
2020
Q3 | $156K | Hold |
3,112
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $156K | Buy |
+3,112
| New | +$156K | 0.04% | 139 |
|