U.S. Capital Wealth 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 | $359K | Buy |
7,029
+1
| +0% | +$51 | 0.01% | 673 |
|
|
2025
Q1 | $357K | Buy |
7,028
+1
| +0% | +$51 | 0.01% | 656 |
|
|
2024
Q4 | $355K | Buy |
7,027
+2
| +0% | +$101 | 0.01% | 641 |
|
|
2024
Q3 | $360K | Buy |
7,025
+2
| +0% | +$102 | 0.01% | 544 |
|
|
2024
Q2 | $353K | Buy |
7,023
+111
| +2% | +$5.59K | 0.01% | 536 |
|
|
2024
Q1 | $349K | Hold |
6,912
| – | – | 0.01% | 534 |
|
|
2023
Q4 | $349K | Hold |
6,912
| – | – | 0.01% | 523 |
|
|
2023
Q3 | $345K | Hold |
6,912
| – | – | 0.02% | 494 |
|
|
2023
Q2 | $344K | Hold |
6,912
| – | – | 0.02% | 507 |
|
|
2023
Q1 | $343K | Hold |
6,912
| – | – | 0.02% | 508 |
|
|
2022
Q4 | $341K | Hold |
6,912
| – | – | 0.02% | 511 |
|
|
2022
Q3 | $340K | Sell |
6,912
-508
| -7% | -$25K | 0.02% | 505 |
|
|
2022
Q2 | $366K | Hold |
7,420
| – | – | 0.02% | 523 |
|
|
2022
Q1 | $368K | Sell |
7,420
-293
| -4% | -$14.5K | 0.01% | 564 |
|
|
2021
Q4 | $385K | Hold |
7,713
| – | – | 0.02% | 559 |
|
|
2021
Q3 | $387K | Buy |
+7,713
| New | +$387K | 0.02% | 559 |
|