Global Retirement Partners’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 | $312K | Buy |
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|
2025
Q2 | $293K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $559K | Hold |
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|
2021
Q2 | $559K | Sell |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $582K | Sell |
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|
2020
Q3 | $595K | Buy |
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|
2020
Q2 | $503K | Sell |
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|
2020
Q1 | $666K | Sell |
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|
2019
Q4 | $828K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $966K | Buy |
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|
2019
Q1 | $603K | Sell |
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|
2018
Q4 | $643K | Buy |
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|
2018
Q3 | $537K | Buy |
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|
2018
Q2 | $199K | Buy |
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|
2018
Q1 | $170K | Buy |
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|
2017
Q4 | $129K | Buy |
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|
2017
Q3 | $101K | Buy |
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|
2017
Q2 | $49K | Sell |
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|
2017
Q1 | $49K | Buy |
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|
2016
Q4 | $41K | Buy |
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