Stonebridge Financial Planning Group’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 | $609K | Sell |
11,916
-256
| -2% | -$13.1K | 0.25% | 103 |
|
|
2025
Q1 | $619K | Buy |
12,172
+178
| +1% | +$9.06K | 0.28% | 93 |
|
|
2024
Q4 | $606K | Sell |
11,994
-2,195
| -15% | -$111K | 0.27% | 94 |
|
|
2024
Q3 | $727K | Sell |
14,189
-1,152
| -8% | -$59K | 0.35% | 80 |
|
|
2024
Q2 | $772K | Sell |
15,341
-1,723
| -10% | -$86.7K | 0.39% | 74 |
|
|
2024
Q1 | $861K | Sell |
17,064
-3,451
| -17% | -$174K | 0.46% | 62 |
|
|
2023
Q4 | $1.04M | Buy |
20,515
+11,275
| +122% | +$570K | 0.6% | 48 |
|
|
2023
Q3 | $461K | Buy |
+9,240
| New | +$461K | 0.3% | 84 |
|