Kingsview Wealth Management’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 | $3.12M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $921K | Buy |
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