SHGA
Sand Hill Global 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 | $7.23M | Buy |
+141,453
| New | +$7.23M | 0.27% | 58 |
|
|
2023
Q1 | – | Sell |
-252,006
| Closed | -$12.4M | – | 163 |
|
|
2022
Q4 | $12.4M | Buy |
252,006
+79,934
| +46% | +$3.94M | 0.7% | 23 |
|
|
2022
Q3 | $8.48M | Buy |
172,072
+8,809
| +5% | +$434K | 0.53% | 27 |
|
|
2022
Q2 | $8.04M | Sell |
163,263
-35,371
| -18% | -$1.74M | 0.46% | 35 |
|
|
2022
Q1 | $9.85M | Sell |
198,634
-74,028
| -27% | -$3.67M | 0.54% | 25 |
|
|
2021
Q4 | $13.6M | Sell |
272,662
-41,245
| -13% | -$2.06M | 0.76% | 20 |
|
|
2021
Q3 | $15.7M | Sell |
313,907
-949
| -0.3% | -$47.6K | 0.96% | 17 |
|
|
2021
Q2 | $15.8M | Sell |
314,856
-24,996
| -7% | -$1.25M | 0.96% | 17 |
|
|
2021
Q1 | $17.1M | Sell |
339,852
-24,514
| -7% | -$1.23M | 1.11% | 15 |
|
|
2020
Q4 | $18.3M | Sell |
364,366
-23,685
| -6% | -$1.19M | 1.22% | 15 |
|
|
2020
Q3 | $19.4M | Buy |
388,051
+145,489
| +60% | +$7.29M | 1.48% | 14 |
|
|
2020
Q2 | $12.1M | Buy |
242,562
+41,326
| +21% | +$2.07M | 0.97% | 18 |
|
|
2020
Q1 | $9.76M | Buy |
201,236
+6,787
| +3% | +$329K | 0.93% | 17 |
|
|
2019
Q4 | $9.77M | Buy |
194,449
+39,998
| +26% | +$2.01M | 0.89% | 20 |
|
|
2019
Q3 | $7.78M | Sell |
154,451
-18,200
| -11% | -$916K | 0.73% | 20 |
|
|
2019
Q2 | $8.69M | Buy |
172,651
+89,803
| +108% | +$4.52M | 0.89% | 17 |
|
|
2019
Q1 | $4.16M | Sell |
82,848
-11,874
| -13% | -$597K | 0.42% | 45 |
|
|
2018
Q4 | $4.72M | Buy |
94,722
+3,284
| +4% | +$164K | 0.51% | 40 |
|
|
2018
Q3 | $4.59M | Buy |
91,438
+36,078
| +65% | +$1.81M | 0.44% | 45 |
|
|
2018
Q2 | $2.78M | Buy |
+55,360
| New | +$2.78M | 0.27% | 56 |
|
|
2018
Q1 | – | Sell |
-12,444
| Closed | -$624K | – | 94 |
|
|
2017
Q4 | $624K | Hold |
12,444
| – | – | 0.06% | 71 |
|
|
2017
Q3 | $626K | Hold |
12,444
| – | – | 0.07% | 70 |
|
|
2017
Q2 | $626K | Buy |
+12,444
| New | +$626K | 0.07% | 76 |
|