Stifel Financial’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 | $33.1M | Buy |
648,156
+415,587
| +179% | +$21.2M | 0.03% | 443 |
|
|
2025
Q1 | $11.8M | Buy |
232,569
+50,827
| +28% | +$2.59M | 0.01% | 775 |
|
|
2024
Q4 | $9.18M | Buy |
181,742
+54,068
| +42% | +$2.73M | 0.01% | 888 |
|
|
2024
Q3 | $6.54M | Sell |
127,674
-26,404
| -17% | -$1.35M | 0.01% | 1050 |
|
|
2024
Q2 | $7.75M | Buy |
154,078
+49,609
| +47% | +$2.5M | 0.01% | 914 |
|
|
2024
Q1 | $5.27M | Buy |
104,469
+3,120
| +3% | +$157K | 0.01% | 1111 |
|
|
2023
Q4 | $5.12M | Sell |
101,349
-27,195
| -21% | -$1.37M | 0.01% | 1084 |
|
|
2023
Q3 | $6.41M | Sell |
128,544
-9,421
| -7% | -$470K | 0.01% | 918 |
|
|
2023
Q2 | $6.86M | Sell |
137,965
-1,728
| -1% | -$85.9K | 0.01% | 885 |
|
|
2023
Q1 | $6.93M | Sell |
139,693
-151,341
| -52% | -$7.51M | 0.01% | 838 |
|
|
2022
Q4 | $14.3M | Buy |
291,034
+13,931
| +5% | +$686K | 0.02% | 554 |
|
|
2022
Q3 | $13.7M | Buy |
277,103
+5,751
| +2% | +$283K | 0.02% | 535 |
|
|
2022
Q2 | $13.4M | Buy |
271,352
+143,317
| +112% | +$7.06M | 0.02% | 564 |
|
|
2022
Q1 | $6.35M | Sell |
128,035
-8,714
| -6% | -$432K | 0.01% | 935 |
|
|
2021
Q4 | $6.83M | Sell |
136,749
-17,400
| -11% | -$869K | 0.01% | 905 |
|
|
2021
Q3 | $7.73M | Sell |
154,149
-61,637
| -29% | -$3.09M | 0.01% | 820 |
|
|
2021
Q2 | $10.8M | Buy |
215,786
+98,925
| +85% | +$4.96M | 0.02% | 675 |
|
|
2021
Q1 | $5.87M | Sell |
116,861
-14,830
| -11% | -$744K | 0.01% | 874 |
|
|
2020
Q4 | $6.61M | Sell |
131,691
-110,181
| -46% | -$5.53M | 0.01% | 752 |
|
|
2020
Q3 | $12.1M | Buy |
241,872
+75,876
| +46% | +$3.8M | 0.02% | 485 |
|
|
2020
Q2 | $8.3M | Buy |
165,996
+32,453
| +24% | +$1.62M | 0.02% | 555 |
|
|
2020
Q1 | $6.46M | Sell |
133,543
-6,869
| -5% | -$332K | 0.02% | 586 |
|
|
2019
Q4 | $7.1M | Sell |
140,412
-19,760
| -12% | -$999K | 0.01% | 738 |
|
|
2019
Q3 | $8.1M | Buy |
160,172
+34,232
| +27% | +$1.73M | 0.02% | 640 |
|
|
2019
Q2 | $6.35M | Buy |
125,940
+20,623
| +20% | +$1.04M | 0.02% | 753 |
|
|
2019
Q1 | $5.3M | Buy |
105,317
+8,989
| +9% | +$452K | 0.02% | 794 |
|
|
2018
Q4 | $4.8M | Sell |
96,328
-74,561
| -44% | -$3.71M | 0.02% | 793 |
|
|
2018
Q3 | $8.58M | Buy |
170,889
+64,373
| +60% | +$3.23M | 0.02% | 607 |
|
|
2018
Q2 | $5.35M | Buy |
106,516
+29,011
| +37% | +$1.46M | 0.02% | 785 |
|
|
2018
Q1 | $3.89M | Sell |
77,505
-9,577
| -11% | -$481K | 0.01% | 893 |
|
|
2017
Q4 | $4.37M | Buy |
87,082
+28,822
| +49% | +$1.45M | 0.01% | 822 |
|
|
2017
Q3 | $2.94M | Sell |
58,260
-4,521
| -7% | -$228K | 0.01% | 951 |
|
|
2017
Q2 | $3.15M | Buy |
62,781
+8,486
| +16% | +$426K | 0.01% | 902 |
|
|
2017
Q1 | $2.73M | Buy |
54,295
+39,202
| +260% | +$1.97M | 0.01% | 961 |
|
|
2016
Q4 | $755K | Buy |
15,093
+10,680
| +242% | +$534K | ﹤0.01% | 1550 |
|
|
2016
Q3 | $221K | Buy |
+4,413
| New | +$221K | ﹤0.01% | 2127 |
|