Spire Wealth Management’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 | $98.4K | Buy |
1,926
+565
| +42% | +$28.9K | ﹤0.01% | 978 |
|
|
2025
Q1 | $69.2K | Buy |
1,361
+1
| +0.1% | +$51 | ﹤0.01% | 1176 |
|
|
2024
Q4 | $68.7K | Buy |
1,360
+2
| +0.1% | +$101 | ﹤0.01% | 1165 |
|
|
2024
Q3 | $69.6K | Sell |
1,358
-1,525
| -53% | -$78.1K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $145K | Sell |
2,883
-12,799
| -82% | -$644K | 0.01% | 799 |
|
|
2024
Q1 | $791K | Sell |
15,682
-35
| -0.2% | -$1.77K | 0.01% | 426 |
|
|
2023
Q4 | $795K | Sell |
15,717
-72
| -0.5% | -$3.64K | 0.03% | 412 |
|
|
2023
Q3 | $788K | Sell |
15,789
-694
| -4% | -$34.6K | 0.03% | 386 |
|
|
2023
Q2 | $820K | Sell |
16,483
-447
| -3% | -$22.2K | 0.03% | 386 |
|
|
2023
Q1 | $840K | Buy |
16,930
+3,302
| +24% | +$164K | 0.03% | 378 |
|
|
2022
Q4 | $671K | Sell |
13,628
-3,542
| -21% | -$174K | 0.04% | 299 |
|
|
2022
Q3 | $846K | Sell |
17,170
-2,477
| -13% | -$122K | 0.05% | 238 |
|
|
2022
Q2 | $968K | Sell |
19,647
-11,987
| -38% | -$591K | 0.04% | 334 |
|
|
2022
Q1 | $1.57M | Buy |
31,634
+268
| +0.9% | +$13.3K | 0.04% | 308 |
|
|
2021
Q4 | $1.57M | Buy |
31,366
+437
| +1% | +$21.8K | 0.03% | 347 |
|
|
2021
Q3 | $1.55M | Sell |
30,929
-1,320
| -4% | -$66.3K | 0.04% | 321 |
|
|
2021
Q2 | $1.62M | Sell |
32,249
-3,416
| -10% | -$171K | 0.04% | 326 |
|
|
2021
Q1 | $1.79M | Buy |
+35,665
| New | +$1.79M | 0.05% | 306 |
|