EP 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 | $156K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $8.35M | Buy |
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|
2023
Q2 | $348M | Sell |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $303M | Buy |
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|
2022
Q3 | $279M | Buy |
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|
2022
Q2 | $246M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $503K | Sell |
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|
2019
Q4 | $547K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $234K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $433K | Sell |
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|
2017
Q3 | $452K | Sell |
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $871K | Sell |
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|
2016
Q4 | $72.1M | Buy |
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|
2016
Q3 | $78.6M | Buy |
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|
2016
Q2 | $76.1M | Sell |
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|
2016
Q1 | $76.1M | Buy |
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