Spectrum Planning & Advisory Services’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 | – | Sell |
-10,441
| Closed | -$531K | – | 98 |
|
|
2025
Q1 | $531K | Sell |
10,441
-516
| -5% | -$26.2K | 0.44% | 40 |
|
|
2024
Q4 | $553K | Buy |
10,957
+2,294
| +26% | +$116K | 0.48% | 31 |
|
|
2024
Q3 | $444K | Buy |
8,663
+1,834
| +27% | +$94K | 0.43% | 32 |
|
|
2024
Q2 | $344K | Buy |
+6,829
| New | +$344K | 0.33% | 39 |
|
|
2023
Q4 | $319K | Sell |
6,324
-63
| -1% | -$3.18K | 0.45% | 35 |
|
|
2023
Q3 | $319K | Sell |
6,387
-284
| -4% | -$14.2K | 0.5% | 29 |
|
|
2023
Q2 | $331K | Hold |
6,671
| – | – | 0.5% | 26 |
|
|
2023
Q1 | $331K | Buy |
6,671
+23
| +0.3% | +$1.14K | 0.54% | 26 |
|
|
2022
Q4 | $328K | Sell |
6,648
-441
| -6% | -$21.7K | 0.45% | 30 |
|
|
2022
Q3 | $349K | Buy |
7,089
+2,684
| +61% | +$132K | 0.35% | 38 |
|
|
2022
Q2 | $217K | Sell |
4,405
-59
| -1% | -$2.91K | 0.23% | 38 |
|
|
2022
Q1 | $221K | Buy |
4,464
+20
| +0.5% | +$990 | 0.2% | 41 |
|
|
2021
Q4 | $222K | Buy |
4,444
+134
| +3% | +$6.69K | 0.2% | 49 |
|
|
2021
Q3 | $216K | Sell |
4,310
-146
| -3% | -$7.32K | 0.21% | 44 |
|
|
2021
Q2 | $224K | Sell |
4,456
-1,432
| -24% | -$72K | 0.22% | 43 |
|
|
2021
Q1 | $296K | Sell |
5,888
-249
| -4% | -$12.5K | 0.3% | 38 |
|
|
2020
Q4 | $308K | Buy |
+6,137
| New | +$308K | 0.33% | 34 |
|