Insight Wealth Strategies’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
$376K Buy
2021
Q1
Sell
2020
Q4
$526K Sell
2020
Q3
$585K Buy
2020
Q2
$582K Sell
2020
Q1
$653K Sell
2019
Q4
$897K Buy
2019
Q3
$889K Sell
2019
Q2
$13M Sell
2019
Q1
$13.4M Buy
2018
Q4
$12.9M Buy