Fortis 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 | $721K | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $2.6M | Buy |
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|
2019
Q2 | $2.59M | Buy |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.27M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $1.25M | Buy |
|