Founders Financial Alliance’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 | $284K | Buy |
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|
2025
Q2 | $278K | Buy |
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|
2025
Q1 | $25K | Hold |
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|
2024
Q4 | $24.8K | Hold |
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|
2024
Q3 | $25.2K | Hold |
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|
2024
Q2 | $24.8K | Hold |
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|
2024
Q1 | $24.8K | Hold |
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|
2023
Q4 | $24.9K | Hold |
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|
2023
Q3 | $24.5K | Sell |
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|
2023
Q2 | $25.8K | Buy |
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|
2023
Q1 | $21.6K | Sell |
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|
2022
Q4 | $24.2K | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $94K | Sell |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $127K | Sell |
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|
2021
Q1 | $194K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | $213K | Buy |
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