World Equity 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
2023
Q2
Sell
-21,049
Closed -$1.02M 466
2023
Q1
$1.02M Sell
21,049
-4,896
-19% -$238K 0.15% 159
2022
Q4
$1.28M Sell
25,945
-779
-3% -$38.4K 0.3% 92
2022
Q3
$1.32M Buy
26,724
+4,465
+20% +$220K 0.33% 77
2022
Q2
$1.1M Buy
22,259
+13,124
+144% +$647K 0.28% 98
2022
Q1
$453K Buy
+9,135
New +$453K 0.1% 219