Carson Wealth (CWM LLC)’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 | $16.4M | Sell |
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|
2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $21.5M | Sell |
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|
2024
Q1 | $27.9M | Buy |
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|
2023
Q4 | $26.2M | Buy |
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|
2023
Q3 | $5.29M | Buy |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $2.93M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $353K | Hold |
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|
2019
Q4 | $353K | Hold |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $353K | Sell |
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|
2018
Q4 | $152M | Buy |
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|
2018
Q3 | $110M | Buy |
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|
2018
Q2 | $43.6M | Buy |
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|
2018
Q1 | $32.4M | Buy |
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|
2017
Q4 | $18.5M | Buy |
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|
2017
Q3 | $13.6M | Buy |
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|
2017
Q2 | $11.1M | Buy |
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|
2017
Q1 | $9.79M | Buy |
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|
2016
Q4 | $8.36M | Sell |
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|
2016
Q3 | $9.56M | Buy |
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|
2016
Q2 | $8.1M | Buy |
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|
2016
Q1 | $3.28M | Buy |
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|
2015
Q4 | $226K | Buy |
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|
2015
Q3 | $59K | Buy |
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