U.S. Capital Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $361K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $360K | Buy |
|
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $387K | Buy |
|