SGCA
Steel Grove Capital 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 | $1.65M | Buy |
32,318
+2,165
| +7% | +$111K | 0.2% | 77 |
|
|
2025
Q1 | $1.53M | Buy |
30,153
+2,196
| +8% | +$112K | 0.23% | 69 |
|
|
2024
Q4 | $1.41M | Sell |
27,957
-5,627
| -17% | -$284K | 0.19% | 69 |
|
|
2024
Q3 | $1.72M | Sell |
33,584
-3,384
| -9% | -$174K | 0.24% | 62 |
|
|
2024
Q2 | $1.86M | Buy |
36,968
+7,293
| +25% | +$367K | 0.26% | 44 |
|
|
2024
Q1 | $1.5M | Buy |
29,675
+11,868
| +67% | +$599K | 0.2% | 77 |
|
|
2023
Q4 | $900K | Sell |
17,807
-1,996
| -10% | -$101K | 0.12% | 76 |
|
|
2023
Q3 | $988K | Buy |
19,803
+8,938
| +82% | +$446K | 0.13% | 89 |
|
|
2023
Q2 | $540K | Buy |
10,865
+4,992
| +85% | +$248K | 0.07% | 104 |
|
|
2023
Q1 | $291K | Buy |
+5,873
| New | +$291K | 0.04% | 141 |
|