GeoWealth 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 | $2.73M | Sell |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $3M | Sell |
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|
2024
Q3 | $7.37M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $4.55M | Buy |
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|
2023
Q3 | $6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $2.58M | Sell |
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|
2020
Q2 | $2.77M | Sell |
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|
2020
Q1 | $8.2M | Buy |
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|
2019
Q4 | $7.62M | Buy |
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