SCA
Sage Capital 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 | $3.68M | Sell |
72,020
-509
| -0.7% | -$26K | 0.91% | 40 |
|
|
2025
Q1 | $3.69M | Sell |
72,529
-35
| -0% | -$1.78K | 0.97% | 35 |
|
|
2024
Q4 | $3.66M | Sell |
72,564
-326
| -0.4% | -$16.5K | 0.95% | 38 |
|
|
2024
Q3 | $3.73M | Sell |
72,890
-18
| -0% | -$922 | 0.97% | 38 |
|
|
2024
Q2 | $3.67M | Sell |
72,908
-54
| -0.1% | -$2.72K | 1.05% | 34 |
|
|
2024
Q1 | $3.68M | Sell |
72,962
-76
| -0.1% | -$3.84K | 1.07% | 32 |
|
|
2023
Q4 | $3.69M | Buy |
73,038
+4
| +0% | +$202 | 1.19% | 27 |
|
|
2023
Q3 | $3.64M | Sell |
73,034
-3
| -0% | -$150 | 1.34% | 25 |
|
|
2023
Q2 | $3.63M | Buy |
73,037
+2
| +0% | +$99 | 1.27% | 27 |
|
|
2023
Q1 | $3.62M | Sell |
73,035
-99
| -0.1% | -$4.91K | 1.38% | 28 |
|
|
2022
Q4 | $3.6M | Sell |
73,134
-527
| -0.7% | -$26K | 1.59% | 24 |
|
|
2022
Q3 | $3.63M | Buy |
73,661
+1
| +0% | +$49 | 1.85% | 17 |
|
|
2022
Q2 | $3.63M | Hold |
73,660
| – | – | 1.73% | 22 |
|
|
2022
Q1 | $3.65M | Sell |
73,660
-29
| -0% | -$1.44K | 1.48% | 27 |
|
|
2021
Q4 | $3.68M | Buy |
73,689
+260
| +0.4% | +$13K | 1.4% | 29 |
|
|
2021
Q3 | $3.68M | Hold |
73,429
| – | – | 1.57% | 26 |
|
|
2021
Q2 | $3.68M | Buy |
73,429
+479
| +0.7% | +$24K | 1.5% | 27 |
|
|
2021
Q1 | $3.66M | Sell |
72,950
-216
| -0.3% | -$10.8K | 1.64% | 25 |
|
|
2020
Q4 | $3.67M | Sell |
73,166
-99
| -0.1% | -$4.97K | 1.81% | 17 |
|
|
2020
Q3 | $3.67M | Sell |
73,265
-660
| -0.9% | -$33.1K | 2.24% | 8 |
|
|
2020
Q2 | $3.7M | Sell |
73,925
-306
| -0.4% | -$15.3K | 2.37% | 10 |
|
|
2020
Q1 | $3.6M | Sell |
74,231
-173
| -0.2% | -$8.39K | 2.94% | 6 |
|
|
2019
Q4 | $3.74M | Buy |
+74,404
| New | +$3.74M | 2.37% | 8 |
|