Tyche Wealth Partners’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
$479K Sell
9,370
-997
-10% -$50.9K 0.1% 154
2025
Q1
$527K Sell
10,367
-100
-1% -$5.09K 0.11% 128
2024
Q4
$529K Hold
10,467
0.11% 152
2024
Q3
$536K Hold
10,467
0.12% 129
2024
Q2
$527K Sell
10,467
-200
-2% -$10.1K 0.13% 122
2024
Q1
$538K Sell
10,667
-750
-7% -$37.8K 0.13% 129
2023
Q4
$577K Buy
+11,417
New +$577K 0.14% 132