GC Wealth Management RIA’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
$2.69M Sell
2025
Q1
$2.96M Sell
2024
Q4
$2.96M Sell
2024
Q3
$3.03M Buy
2024
Q2
$2.62M Buy
2024
Q1
$2.38M Buy
2023
Q4
$1.75M Buy