Integrated Wealth Concepts’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 | $487K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $429K | Sell |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $2.53M | Sell |
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|
2020
Q2 | $2.72M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.57M | Buy |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $864K | Buy |
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