SFG
Sovereign Financial Group’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 | $3.12M | Sell |
60,961
-3,975
| -6% | -$203K | 0.64% | 28 |
|
|
2025
Q1 | $3.3M | Buy |
64,936
+4,697
| +8% | +$239K | 0.76% | 27 |
|
|
2024
Q4 | $3.04M | Buy |
60,239
+58
| +0.1% | +$2.93K | 0.7% | 28 |
|
|
2024
Q3 | $3.08M | Buy |
60,181
+1,565
| +3% | +$80.2K | 0.72% | 27 |
|
|
2024
Q2 | $2.95M | Sell |
58,616
-1,263
| -2% | -$63.6K | 0.74% | 28 |
|
|
2024
Q1 | $3.02M | Buy |
59,879
+4,239
| +8% | +$214K | 0.8% | 25 |
|
|
2023
Q4 | $2.81M | Buy |
55,640
+8,714
| +19% | +$440K | 0.86% | 23 |
|
|
2023
Q3 | $2.34M | Buy |
46,926
+753
| +2% | +$37.6K | 0.83% | 24 |
|
|
2023
Q2 | $2.3M | Sell |
46,173
-1,396
| -3% | -$69.4K | 0.75% | 26 |
|
|
2023
Q1 | $2.36M | Buy |
47,569
+1,290
| +3% | +$64K | 0.88% | 25 |
|
|
2022
Q4 | $2.28M | Buy |
46,279
+25,974
| +128% | +$1.28M | 0.9% | 25 |
|
|
2022
Q3 | $1M | Sell |
20,305
-2,833
| -12% | -$140K | 0.41% | 58 |
|
|
2022
Q2 | $1.14M | Sell |
23,138
-1,841
| -7% | -$90.7K | 0.45% | 56 |
|
|
2022
Q1 | $1.24M | Buy |
24,979
+1,124
| +5% | +$55.7K | 0.46% | 58 |
|
|
2021
Q4 | $1.19M | Buy |
23,855
+11,421
| +92% | +$571K | 0.48% | 54 |
|
|
2021
Q3 | $623K | Buy |
+12,434
| New | +$623K | 0.36% | 69 |
|