Dakota 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 | $622K | Sell |
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|
2025
Q1 | $671K | Hold |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $863K | Hold |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $871K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $2.12M | Sell |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $2.21M | Sell |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $1.73M | Buy |
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