Core Wealth Advisors’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 | $877K | Hold |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $756K | Hold |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $696K | Hold |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $74.3K | Buy |
|