Guardian Wealth Advisors (Minnesota)’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 | $1.4M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $3.15M | Sell |
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|
2023
Q3 | $3.22M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $4.14M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.42M | Buy |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $434K | Buy |
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