LVW Advisors’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 | $3.03M | Buy |
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|
2025
Q2 | $2.81M | Buy |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $617K | Buy |
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