Foster Victor 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
Q4 | $553K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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