Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $10.1K | Hold |
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2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $10.1K | Hold |
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|
2024
Q1 | $10K | Hold |
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|
2023
Q4 | $10.1K | Hold |
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|
2023
Q3 | $9.94K | Hold |
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|
2023
Q2 | $9.91K | Hold |
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|
2023
Q1 | $9.89K | Hold |
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|
2022
Q4 | $9.85K | Hold |
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|
2022
Q3 | $9.83K | Hold |
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|
2022
Q2 | $9.85K | Hold |
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|
2022
Q1 | $9.91K | Hold |
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|
2021
Q4 | $9.99K | Hold |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15.1K | Sell |
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|
2020
Q3 | $39.5K | Sell |
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|
2020
Q2 | $91.5K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $2.45M | Buy |
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