Strategic Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,998
| Closed | -$502K | – | 203 |
|
|
2021
Q1 | $502K | Sell |
9,998
-9,189
| -48% | -$461K | 0.13% | 132 |
|
|
2020
Q4 | $963K | Sell |
19,187
-13,536
| -41% | -$679K | 0.28% | 78 |
|
|
2020
Q3 | $1.64M | Buy |
32,723
+1,319
| +4% | +$66.1K | 0.55% | 46 |
|
|
2020
Q2 | $1.57M | Sell |
31,404
-64,883
| -67% | -$3.25M | 0.59% | 46 |
|
|
2020
Q1 | $4.67M | Buy |
96,287
+4,376
| +5% | +$212K | 2.14% | 9 |
|
|
2019
Q4 | $4.62M | Buy |
91,911
+6,612
| +8% | +$332K | 1.91% | 13 |
|
|
2019
Q3 | $4.31M | Buy |
85,299
+9,381
| +12% | +$474K | 2.07% | 11 |
|
|
2019
Q2 | $3.82M | Buy |
75,918
+29,017
| +62% | +$1.46M | 2.09% | 10 |
|
|
2019
Q1 | $2.36M | Buy |
46,901
+33,960
| +262% | +$1.71M | 1.62% | 16 |
|
|
2018
Q4 | $645K | Buy |
+12,941
| New | +$645K | 0.58% | 42 |
|