Van Hulzen Asset Management’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 | $4.16M | Buy |
81,436
+1,659
| +2% | +$84.8K | 0.35% | 65 |
|
|
2025
Q1 | $4.06M | Buy |
79,777
+5,172
| +7% | +$263K | 0.37% | 64 |
|
|
2024
Q4 | $3.77M | Buy |
74,605
+12,501
| +20% | +$631K | 0.28% | 76 |
|
|
2024
Q3 | $3.18M | Buy |
+62,104
| New | +$3.18M | 0.23% | 84 |
|
|
2023
Q1 | – | Sell |
-134,932
| Closed | -$6.65M | – | 320 |
|
|
2022
Q4 | $6.65M | Buy |
134,932
+6,976
| +5% | +$344K | 0.77% | 42 |
|
|
2022
Q3 | $6.3M | Sell |
127,956
-5,935
| -4% | -$292K | 0.78% | 44 |
|
|
2022
Q2 | $6.6M | Buy |
133,891
+45,243
| +51% | +$2.23M | 0.79% | 43 |
|
|
2022
Q1 | $4.39M | Sell |
88,648
-46,466
| -34% | -$2.3M | 0.47% | 60 |
|
|
2021
Q4 | $6.75M | Buy |
135,114
+53,164
| +65% | +$2.66M | 0.74% | 43 |
|
|
2021
Q3 | $4.11M | Sell |
81,950
-2,064
| -2% | -$103K | 0.61% | 49 |
|
|
2021
Q2 | $4.22M | Buy |
84,014
+30,882
| +58% | +$1.55M | 0.63% | 48 |
|
|
2021
Q1 | $2.67M | Buy |
53,132
+47,853
| +906% | +$2.4M | 0.43% | 61 |
|
|
2020
Q4 | $265K | Buy |
+5,279
| New | +$265K | 0.04% | 226 |
|
|
2020
Q1 | – | Sell |
-28,146
| Closed | -$1.41M | – | 284 |
|
|
2019
Q4 | $1.41M | Buy |
28,146
+8,456
| +43% | +$425K | 0.27% | 77 |
|
|
2019
Q3 | $991K | Buy |
19,690
+7,324
| +59% | +$369K | 0.21% | 87 |
|
|
2019
Q2 | $622K | Buy |
12,366
+6,607
| +115% | +$332K | 0.14% | 109 |
|
|
2019
Q1 | $289K | Buy |
+5,759
| New | +$289K | 0.08% | 181 |
|