Axxcess 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 | $9.15M | Buy |
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|
2025
Q1 | $7.19M | Buy |
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|
2024
Q4 | $6.12M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $4.29M | Sell |
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|
2022
Q3 | $6.85M | Sell |
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|
2022
Q2 | $7.98M | Sell |
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|
2022
Q1 | $8.96M | Sell |
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|
2021
Q4 | $9.17M | Buy |
|