AE 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
Q2 | $52.3K | Buy |
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|
2025
Q1 | $41K | Sell |
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|
2024
Q4 | $43.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $4.92M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $2.59M | Sell |
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|
2020
Q3 | $4.74M | Sell |
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|
2020
Q2 | $5M | Sell |
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|
2020
Q1 | $26.3M | Buy |
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|
2019
Q4 | $22.8M | Buy |
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|
2019
Q3 | $22.3M | Buy |
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|
2019
Q2 | $19.2M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $338K | Buy |
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