Vance Wealth’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 | $291K | Sell |
5,691
-1,123
| -16% | -$57.4K | 0.1% | 93 |
|
|
2025
Q1 | $347K | Buy |
6,814
+2,075
| +44% | +$106K | 0.13% | 78 |
|
|
2024
Q4 | $239K | Buy |
4,739
+15
| +0.3% | +$758 | 0.09% | 88 |
|
|
2024
Q3 | $242K | Sell |
4,724
-128
| -3% | -$6.56K | 0.09% | 85 |
|
|
2024
Q2 | $244K | Sell |
4,852
-14
| -0.3% | -$705 | 0.1% | 83 |
|
|
2024
Q1 | $246K | Buy |
4,866
+126
| +3% | +$6.36K | 0.1% | 82 |
|
|
2023
Q4 | $239K | Buy |
4,740
+32
| +0.7% | +$1.62K | 0.1% | 74 |
|
|
2023
Q3 | $235K | Sell |
4,708
-166
| -3% | -$8.28K | 0.11% | 72 |
|
|
2023
Q2 | $242K | Buy |
+4,874
| New | +$242K | 0.11% | 70 |
|
|
2022
Q4 | – | Sell |
-7,735
| Closed | -$381K | – | 79 |
|
|
2022
Q3 | $381K | Hold |
7,735
| – | – | 0.29% | 42 |
|
|
2022
Q2 | $381K | Sell |
7,735
-226
| -3% | -$11.1K | 0.29% | 39 |
|
|
2022
Q1 | $395K | Sell |
7,961
-582
| -7% | -$28.9K | 0.5% | 36 |
|
|
2021
Q4 | $427K | Buy |
+8,543
| New | +$427K | 0.42% | 30 |
|