Syntegra Private Wealth 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 | $2.16M | Buy |
42,198
+28,506
| +208% | +$1.46M | 0.22% | 39 |
|
|
2025
Q1 | $696K | Buy |
13,692
+394
| +3% | +$20K | 0.08% | 65 |
|
|
2024
Q4 | $672K | Sell |
13,298
-236
| -2% | -$11.9K | 0.08% | 62 |
|
|
2024
Q3 | $693K | Sell |
13,534
-1,113
| -8% | -$57K | 0.08% | 62 |
|
|
2024
Q2 | $737K | Hold |
14,647
| – | – | 0.09% | 57 |
|
|
2024
Q1 | $739K | Sell |
14,647
-696
| -5% | -$35.1K | 0.1% | 58 |
|
|
2023
Q4 | $775K | Sell |
15,343
-194
| -1% | -$9.8K | 0.11% | 51 |
|
|
2023
Q3 | $775K | Sell |
15,537
-1,016
| -6% | -$50.7K | 0.12% | 50 |
|
|
2023
Q2 | $823K | Sell |
16,553
-283
| -2% | -$14.1K | 0.13% | 48 |
|
|
2023
Q1 | $835K | Sell |
16,836
-1,361
| -7% | -$67.5K | 0.15% | 43 |
|
|
2022
Q4 | $897K | Buy |
+18,197
| New | +$897K | 0.18% | 36 |
|