Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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2021
Q2 | $213K | Hold |
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2021
Q1 | $214K | Sell |
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2020
Q4 | $223K | Sell |
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2020
Q3 | $680K | Buy |
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|
2020
Q2 | $588K | Sell |
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2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.11M | Sell |
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2019
Q3 | $3.13M | Sell |
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2019
Q2 | $3.7M | Sell |
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|
2019
Q1 | $4.93M | Sell |
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|
2018
Q4 | $6.43M | Buy |
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2018
Q3 | $5.04M | Buy |
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2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $889K | Buy |
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2017
Q4 | $152K | Buy |
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