Live Oak Private Wealth’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 | $1.03M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $964K | Sell |
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|
2023
Q3 | $952K | Buy |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $2.23M | Sell |
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|
2022
Q3 | $2.92M | Sell |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.31M | Sell |
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|
2021
Q4 | $5.49M | Buy |
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|
2021
Q3 | $5.19M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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