Aletheian Wealth Advisors’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 | $1.12M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $733K | Buy |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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