Beacon Financial Group’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 | $732K | Sell |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $783K | Sell |
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|
2024
Q4 | $815K | Sell |
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|
2024
Q3 | $913K | Sell |
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|
2024
Q2 | $958K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $3.14M | Sell |
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|
2022
Q2 | $4.12M | Sell |
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|
2022
Q1 | $4.83M | Buy |
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|
2021
Q4 | $4.36M | Buy |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $11.4M | Hold |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $13.5M | Buy |
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|
2020
Q2 | $4.73M | Hold |
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|
2020
Q1 | $4.73M | Sell |
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|
2019
Q4 | $6.08M | Sell |
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|
2019
Q3 | $7.79M | Buy |
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|
2019
Q2 | $5.26M | Buy |
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|
2019
Q1 | $4.63K | Sell |
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|
2018
Q4 | $12.7M | Buy |
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|
2018
Q3 | $11.8M | Sell |
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|
2018
Q2 | $12.4M | Buy |
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|
2018
Q1 | $10.4M | Buy |
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|
2017
Q4 | $8.4M | Buy |
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|
2017
Q3 | $8.1M | Buy |
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|
2017
Q2 | $4.21M | Buy |
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