Valley Financial Group’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 | $569K | Sell |
11,127
-7
| -0.1% | -$358 | 0.34% | 33 |
|
|
2025
Q1 | $566K | Sell |
11,134
-167
| -1% | -$8.5K | 0.38% | 31 |
|
|
2024
Q4 | $571K | Sell |
11,301
-89
| -0.8% | -$4.5K | 0.4% | 31 |
|
|
2024
Q3 | $584K | Sell |
11,390
-325
| -3% | -$16.7K | 0.41% | 31 |
|
|
2024
Q2 | $590K | Sell |
11,715
-165
| -1% | -$8.3K | 0.43% | 29 |
|
|
2024
Q1 | $599K | Sell |
11,880
-893
| -7% | -$45.1K | 0.46% | 28 |
|
|
2023
Q4 | $645K | Buy |
+12,773
| New | +$645K | 0.5% | 28 |
|