Lumature Wealth Partners’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
2023
Q2
$80.4K Hold
2023
Q1
$80.3K Sell
2022
Q4
$85.9K Sell
2022
Q3
$102K Sell
2022
Q2
$3.09M Buy
2022
Q1
$46K Sell
2021
Q4
$56K Sell
2021
Q3
$79K Sell
2021
Q2
$87K Sell
2021
Q1
$90K Buy