Van Hulzen Asset Management’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
$4.34M Buy
2025
Q2
$4.16M Buy
2025
Q1
$4.06M Buy
2024
Q4
$3.77M Buy
2024
Q3
$3.18M Buy
2023
Q1
Sell
2022
Q4
$6.65M Buy
2022
Q3
$6.3M Sell
2022
Q2
$6.59M Buy
2022
Q1
$4.39M Sell
2021
Q4
$6.75M Buy
2021
Q3
$4.11M Sell
2021
Q2
$4.21M Buy
2021
Q1
$2.67M Buy
2020
Q4
$265K Buy
2020
Q1
Sell
2019
Q4
$1.41M Buy
2019
Q3
$991K Buy
2019
Q2
$622K Buy
2019
Q1
$289K Buy