Stephens Inc’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 |
-8,835
| Closed | -$449K | – | 1310 |
|
|
2025
Q1 | $449K | Sell |
8,835
-9,855
| -53% | -$501K | 0.01% | 857 |
|
|
2024
Q4 | $944K | Hold |
18,690
| – | – | 0.01% | 627 |
|
|
2024
Q3 | $958K | Hold |
18,690
| – | – | 0.01% | 621 |
|
|
2024
Q2 | $941K | Buy |
18,690
+7,990
| +75% | +$402K | 0.01% | 608 |
|
|
2024
Q1 | $540K | Hold |
10,700
| – | – | 0.01% | 782 |
|
|
2023
Q4 | $541K | Buy |
+10,700
| New | +$541K | 0.01% | 719 |
|
|
2020
Q1 | – | Sell |
-5,021
| Closed | -$252K | – | 1173 |
|
|
2019
Q4 | $252K | Hold |
5,021
| – | – | 0.01% | 932 |
|
|
2019
Q3 | $253K | Hold |
5,021
| – | – | 0.01% | 972 |
|
|
2019
Q2 | $253K | Buy |
+5,021
| New | +$253K | 0.01% | 989 |
|