Geneos 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 | $106K | Sell |
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|
2025
Q2 | $145K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $18.1K | Hold |
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|
2024
Q3 | $18.4K | Hold |
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|
2024
Q2 | $18.1K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $17.8K | Hold |
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|
2022
Q4 | $17.7K | Hold |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $109K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $27.6M | Buy |
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|
2021
Q1 | $27.3M | Sell |
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|
2020
Q4 | $28M | Buy |
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|
2020
Q3 | $22.2M | Sell |
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|
2020
Q2 | $22.4M | Sell |
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|
2020
Q1 | $23.7M | Sell |
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|
2019
Q4 | $30M | Sell |
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|
2019
Q3 | $33.4M | Buy |
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|
2019
Q2 | $30.3M | Buy |
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|
2019
Q1 | $13.5M | Buy |
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|
2018
Q4 | $11.8M | Buy |
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|
2018
Q3 | $4.93M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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