TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
5,453
+1,453
| +36% | +$74.2K | 0.08% | 183 |
|
|
2025
Q1 | $203K | Hold |
4,000
| – | – | 0.07% | 204 |
|
|
2024
Q4 | $202K | Hold |
4,000
| – | – | 0.07% | 220 |
|
|
2024
Q3 | $205K | Hold |
4,000
| – | – | 0.07% | 223 |
|
|
2024
Q2 | $201K | Hold |
4,000
| – | – | 0.07% | 216 |
|
|
2024
Q1 | $202K | Hold |
4,000
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $202K | Buy |
+4,000
| New | +$202K | 0.08% | 192 |
|
|
2022
Q2 | – | Sell |
-4,090
| Closed | -$204K | – | 188 |
|
|
2022
Q1 | $204K | Hold |
4,090
| – | – | 0.09% | 173 |
|
|
2021
Q4 | $204K | Hold |
4,090
| – | – | 0.09% | 173 |
|
|
2021
Q3 | $205K | Hold |
4,090
| – | – | 0.12% | 135 |
|
|
2021
Q2 | $205K | Hold |
4,090
| – | – | 0.12% | 125 |
|
|
2021
Q1 | $205K | Hold |
4,090
| – | – | 0.13% | 120 |
|
|
2020
Q4 | $205K | Buy |
+4,090
| New | +$205K | 0.18% | 81 |
|