United Capital Financial 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 | $1.05M | Sell |
20,508
-1,207
| -6% | -$61.7K | 0.01% | 580 |
|
|
2025
Q1 | $1.1M | Sell |
21,715
-2,520
| -10% | -$128K | 0.01% | 538 |
|
|
2024
Q4 | $1.22M | Sell |
24,235
-802
| -3% | -$40.5K | 0.01% | 508 |
|
|
2024
Q3 | $1.28M | Sell |
25,037
-1,613
| -6% | -$82.7K | 0.01% | 489 |
|
|
2024
Q2 | $1.34M | Sell |
26,650
-4,654
| -15% | -$234K | 0.01% | 467 |
|
|
2024
Q1 | $1.58M | Sell |
31,304
-4,744
| -13% | -$239K | 0.01% | 471 |
|
|
2023
Q4 | $1.82M | Sell |
36,048
-13,832
| -28% | -$699K | 0.02% | 427 |
|
|
2023
Q3 | $2.49M | Sell |
49,880
-2,976
| -6% | -$148K | 0.02% | 393 |
|
|
2023
Q2 | $2.63M | Sell |
52,856
-2,794
| -5% | -$139K | 0.01% | 404 |
|
|
2023
Q1 | $2.76M | Sell |
55,650
-4,773
| -8% | -$237K | 0.02% | 399 |
|
|
2022
Q4 | $2.98M | Sell |
60,423
-31,694
| -34% | -$1.56M | 0.02% | 405 |
|
|
2022
Q3 | $4.54M | Sell |
92,117
-7,308
| -7% | -$360K | 0.03% | 333 |
|
|
2022
Q2 | $4.9M | Sell |
99,425
-18,937
| -16% | -$933K | 0.03% | 336 |
|
|
2022
Q1 | $5.87M | Sell |
118,362
-15,305
| -11% | -$759K | 0.03% | 341 |
|
|
2021
Q4 | $6.68M | Sell |
133,667
-25,718
| -16% | -$1.28M | 0.03% | 334 |
|
|
2021
Q3 | $7.99M | Sell |
159,385
-4,173
| -3% | -$209K | 0.04% | 301 |
|
|
2021
Q2 | $8.21M | Sell |
163,558
-3,123
| -2% | -$157K | 0.04% | 302 |
|
|
2021
Q1 | $8.37M | Sell |
166,681
-10,017
| -6% | -$503K | 0.05% | 281 |
|
|
2020
Q4 | $8.87M | Sell |
176,698
-22,101
| -11% | -$1.11M | 0.05% | 267 |
|
|
2020
Q3 | $9.96M | Sell |
198,799
-107
| -0.1% | -$5.36K | 0.07% | 252 |
|
|
2020
Q2 | $9.95M | Sell |
198,906
-22,969
| -10% | -$1.15M | 0.07% | 251 |
|
|
2020
Q1 | $10.8M | Buy |
221,875
+1,981
| +0.9% | +$96.1K | 0.09% | 222 |
|
|
2019
Q4 | $11.1M | Buy |
219,894
+29,715
| +16% | +$1.49M | 0.07% | 294 |
|
|
2019
Q3 | $9.57M | Sell |
190,179
-740,897
| -80% | -$37.3M | 0.07% | 294 |
|
|
2019
Q2 | $46.9M | Sell |
931,076
-29,667
| -3% | -$1.49M | 0.31% | 73 |
|
|
2019
Q1 | $48.3M | Buy |
960,743
+173,106
| +22% | +$8.7M | 0.34% | 64 |
|
|
2018
Q4 | $39.3M | Sell |
787,637
-133,944
| -15% | -$6.68M | 0.31% | 73 |
|
|
2018
Q3 | $46.3M | Sell |
921,581
-5,444,387
| -86% | -$273M | 0.33% | 65 |
|
|
2018
Q2 | $319M | Buy |
6,365,968
+2,240,982
| +54% | +$112M | 2.38% | 4 |
|
|
2018
Q1 | $207M | Buy |
4,124,986
+3,163,330
| +329% | +$159M | 1.58% | 10 |
|
|
2017
Q4 | $48.2M | Sell |
961,656
-1,300,250
| -57% | -$65.2M | 0.38% | 51 |
|
|
2017
Q3 | $114M | Sell |
2,261,906
-720,755
| -24% | -$36.2M | 0.96% | 12 |
|
|
2017
Q2 | $150M | Sell |
2,982,661
-895,107
| -23% | -$45M | 1.34% | 11 |
|
|
2017
Q1 | $195M | Sell |
3,877,768
-1,089,300
| -22% | -$54.7M | 1.82% | 8 |
|
|
2016
Q4 | $249M | Buy |
4,967,068
+664,989
| +15% | +$33.4M | 2.42% | 3 |
|
|
2016
Q3 | $216M | Sell |
4,302,079
-7,487,873
| -64% | -$376M | 2.1% | 5 |
|
|
2016
Q2 | $589M | Sell |
11,789,952
-855,670
| -7% | -$42.8M | 6% | 1 |
|
|
2016
Q1 | $633M | Buy |
12,645,622
+1,558,282
| +14% | +$78M | 6.98% | 1 |
|
|
2015
Q4 | $555M | Buy |
11,087,340
+1,620,704
| +17% | +$81.1M | 6.38% | 1 |
|
|
2015
Q3 | $474M | Buy |
9,466,636
+4,651,285
| +97% | +$233M | 5.69% | 1 |
|
|
2015
Q2 | $241M | Buy |
+4,815,351
| New | +$241M | 2.8% | 2 |
|