YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,100
| Closed | -$305K | – | 309 |
|
|
2021
Q4 | $305K | Sell |
6,100
-7,875
| -56% | -$394K | 0.02% | 265 |
|
|
2021
Q3 | $701K | Sell |
13,975
-14,125
| -50% | -$709K | 0.06% | 181 |
|
|
2021
Q2 | $1.41M | Sell |
28,100
-7,500
| -21% | -$376K | 0.12% | 149 |
|
|
2021
Q1 | $1.79M | Buy |
35,600
+15,300
| +75% | +$768K | 0.15% | 133 |
|
|
2020
Q4 | $1.02M | Buy |
+20,300
| New | +$1.02M | 0.1% | 160 |
|