Atria Wealth Solutions’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
$3.47M Buy
2025
Q1
$459K Sell
2024
Q4
$1.08M Buy
2024
Q3
$786K Sell
2024
Q2
$3.28M Sell
2024
Q1
$10.7M Buy
2023
Q4
$777K Sell
2023
Q3
$5.53M Buy
2023
Q2
$1.4M Sell
2023
Q1
$3.96M Buy
2022
Q4
$2.9M Buy
2022
Q3
$1.88M Sell
2022
Q2
$1.95M Sell
2022
Q1
$1.96M Buy