4J Wealth 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 | $518K | Sell |
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|
2025
Q2 | $521K | Hold |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $525K | Buy |
|
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $861K | Sell |
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|
2021
Q2 | $875K | Sell |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $901K | Buy |
|