Avidian Wealth Enterprises’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
$423K Sell
2025
Q2
$422K Buy
2025
Q1
$372K Buy
2024
Q4
$341K Buy
2021
Q1
Sell
2020
Q4
$452K Sell
2020
Q3
$624K Buy
2020
Q2
$604K Sell
2020
Q1
$1.18M Buy
2019
Q4
$645K Buy
2019
Q3
$581K Buy