Sound Income Strategies’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 | $16.3K | Hold |
319
| – | – | ﹤0.01% | 806 |
|
|
2025
Q1 | $16.2K | Hold |
319
| – | – | ﹤0.01% | 766 |
|
|
2024
Q4 | $16.1K | Hold |
319
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $16.3K | Hold |
319
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $16.1K | Hold |
319
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $16.1K | Hold |
319
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $16.1K | Hold |
319
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $15.9K | Hold |
319
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $15.9K | Hold |
319
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $15.8K | Buy |
+319
| New | +$15.8K | ﹤0.01% | 454 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$2.89K | – | 976 |
|
|
2021
Q1 | $2.89K | Hold |
58
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 620 |
|
|
2020
Q2 | $3K | Buy |
58
+1
| +2% | +$52 | ﹤0.01% | 591 |
|
|
2020
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 535 |
|
|
2019
Q4 | $3K | Sell |
57
-74
| -56% | -$3.9K | ﹤0.01% | 538 |
|
|
2019
Q3 | $7K | Sell |
131
-31
| -19% | -$1.66K | ﹤0.01% | 377 |
|
|
2019
Q2 | $8K | Hold |
162
| – | – | ﹤0.01% | 364 |
|
|
2019
Q1 | $8K | Sell |
162
-538
| -77% | -$26.6K | ﹤0.01% | 371 |
|
|
2018
Q4 | $35K | Sell |
700
-72
| -9% | -$3.6K | 0.02% | 167 |
|
|
2018
Q3 | $39K | Sell |
772
-288
| -27% | -$14.5K | 0.02% | 161 |
|
|
2018
Q2 | $53K | Sell |
1,060
-19
| -2% | -$950 | 0.03% | 107 |
|
|
2018
Q1 | $54K | Buy |
+1,079
| New | +$54K | 0.04% | 112 |
|