EverSource Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
4,627
+3,117
| +206% | +$159K | 0.01% | 793 |
|
|
2025
Q1 | $76.8K | Buy |
1,510
+1,505
| +30,100% | +$76.6K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $253 | Buy |
+5
| New | +$253 | ﹤0.01% | 3379 |
|
|
2022
Q4 | – | Sell |
-111,163
| Closed | -$5.48M | – | 2385 |
|
|
2022
Q3 | $5.48M | Buy |
+111,163
| New | +$5.48M | 1.25% | 14 |
|