Exencial 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
Q3 | $5.39M | Buy |
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|
2025
Q2 | $5.09M | Sell |
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|
2025
Q1 | $5.54M | Sell |
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|
2024
Q4 | $5.89M | Buy |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $5.62M | Sell |
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|
2024
Q1 | $5.8M | Buy |
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|
2023
Q4 | $5.48M | Sell |
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|
2023
Q3 | $5.76M | Sell |
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|
2023
Q2 | $6.47M | Buy |
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|
2023
Q1 | $6.3M | Sell |
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|
2022
Q4 | $6.73M | Buy |
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|
2022
Q3 | $5.78M | Sell |
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|
2022
Q2 | $6.22M | Sell |
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|
2022
Q1 | $6.32M | Buy |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $3.96M | Buy |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.87M | Sell |
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|
2020
Q3 | $8.11M | Buy |
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|
2020
Q2 | $4.14M | Buy |
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