TWA
TCI Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
11,726
-95
| -0.8% | -$4.85K | 0.04% | 132 |
|
|
2025
Q1 | $601K | Buy |
11,821
+87
| +0.7% | +$4.43K | 0.05% | 112 |
|
|
2024
Q4 | $593K | Hold |
11,734
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $601K | Hold |
11,734
| – | – | 0.05% | 114 |
|
|
2024
Q2 | $591K | Sell |
11,734
-9,164
| -44% | -$461K | 0.06% | 111 |
|
|
2024
Q1 | $1.05M | Buy |
20,898
+271
| +1% | +$13.7K | 0.1% | 75 |
|
|
2023
Q4 | $1.04M | Hold |
20,627
| – | – | 0.11% | 75 |
|
|
2023
Q3 | $1.03M | Buy |
20,627
+175
| +0.9% | +$8.73K | 0.13% | 69 |
|
|
2023
Q2 | $1.02M | Buy |
+20,452
| New | +$1.02M | 0.13% | 71 |
|
|
2019
Q2 | – | Sell |
-2,387
| Closed | -$120K | – | 1501 |
|
|
2019
Q1 | $120K | Buy |
+2,387
| New | +$120K | 0.05% | 205 |
|