Values First 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 | $4.33M | Buy |
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|
2025
Q2 | $4.2M | Sell |
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|
2025
Q1 | $4.24M | Buy |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $4.76M | Buy |
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|
2023
Q2 | $4.54M | Buy |
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|
2023
Q1 | $4.43M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $5.18M | Sell |
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|
2022
Q1 | $5.57M | Sell |
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|
2021
Q4 | $5.98M | Buy |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $2.24M | Sell |
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|
2019
Q4 | $2.72M | Buy |
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