Syverson Strege & Co’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 | $916K | Buy |
17,933
+11,186
| +166% | +$572K | 0.22% | 48 |
|
|
2025
Q1 | $343K | Sell |
6,747
-33,576
| -83% | -$1.71M | 0.11% | 57 |
|
|
2024
Q4 | $2.04M | Buy |
40,323
+3,227
| +9% | +$163K | 0.68% | 16 |
|
|
2024
Q3 | $1.9M | Buy |
37,096
+914
| +3% | +$46.8K | 0.64% | 15 |
|
|
2024
Q2 | $1.82M | Sell |
36,182
-1,993
| -5% | -$100K | 0.62% | 17 |
|
|
2024
Q1 | $1.93M | Sell |
38,175
-2,493
| -6% | -$126K | 0.69% | 17 |
|
|
2023
Q4 | $2.05M | Sell |
40,668
-11,019
| -21% | -$557K | 0.8% | 16 |
|
|
2023
Q3 | $2.58M | Sell |
51,687
-6,130
| -11% | -$306K | 1.15% | 13 |
|
|
2023
Q2 | $2.87M | Sell |
57,817
-8,086
| -12% | -$402K | 1.23% | 13 |
|
|
2023
Q1 | $3.27M | Sell |
65,903
-5,005
| -7% | -$248K | 1.4% | 12 |
|
|
2022
Q4 | $3.49M | Sell |
70,908
-1,090
| -2% | -$53.7K | 1.58% | 10 |
|
|
2022
Q3 | $3.55M | Sell |
71,998
-7,545
| -9% | -$372K | 1.8% | 9 |
|
|
2022
Q2 | $3.92M | Sell |
79,543
-403
| -0.5% | -$19.9K | 1.44% | 15 |
|
|
2022
Q1 | $3.96M | Sell |
79,946
-7,335
| -8% | -$364K | 4.31% | 4 |
|
|
2021
Q4 | $4.36M | Buy |
87,281
+6,716
| +8% | +$335K | 3.23% | 6 |
|
|
2021
Q3 | $4.04M | Sell |
80,565
-4,099
| -5% | -$206K | 3.22% | 6 |
|
|
2021
Q2 | $4.25M | Sell |
84,664
-54,039
| -39% | -$2.71M | 3.78% | 5 |
|
|
2021
Q1 | $6.96M | Sell |
138,703
-30,629
| -18% | -$1.54M | 7.24% | 3 |
|
|
2020
Q4 | $8.5M | Buy |
+169,332
| New | +$8.5M | 8.11% | 3 |
|