RWA Wealth Partners’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 | $467K | Buy |
9,149
+106
| +1% | +$5.42K | 0.01% | 438 |
|
2025
Q1 | $460K | Buy |
9,043
+66
| +0.7% | +$3.36K | 0.01% | 414 |
|
2024
Q4 | $453K | Buy |
8,977
+153
| +2% | +$7.73K | 0.01% | 420 |
|
2024
Q3 | $452K | Buy |
8,824
+112
| +1% | +$5.74K | 0.01% | 414 |
|
2024
Q2 | $438K | Buy |
8,712
+104
| +1% | +$5.23K | 0.01% | 406 |
|
2024
Q1 | $434K | Buy |
8,608
+69
| +0.8% | +$3.48K | 0.01% | 409 |
|
2023
Q4 | $431K | Sell |
8,539
-1,881
| -18% | -$95K | 0.01% | 394 |
|
2023
Q3 | $520K | Buy |
+10,420
| New | +$520K | 0.01% | 258 |
|