Avantax Advisory Services’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 | $13.4M | Buy |
|
|||||
|
2025
Q1 | $12.2M | Buy |
|
|||||
|
2024
Q4 | $10.2M | Buy |
|
|||||
|
2024
Q3 | $9.04M | Buy |
|
|||||
|
2024
Q2 | $8.22M | Buy |
|
|||||
|
2024
Q1 | $6.44M | Buy |
|
|||||
|
2023
Q4 | $212K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $226K | Sell |
|
|||||
|
2023
Q1 | $243K | Sell |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.91M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $214K | Sell |
|
|||||
|
2021
Q1 | $225K | Sell |
|
|||||
|
2020
Q4 | $275K | Sell |
|
|||||
|
2020
Q3 | $912K | Buy |
|
|||||
|
2020
Q2 | $658K | Sell |
|
|||||
|
2020
Q1 | $648K | Buy |
|