Larson Financial Group’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 | $335K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $1K | Buy |
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