Fortress 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
Q3 | $268K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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