LVZ Inc’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 | $877K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $984K | Buy |
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|
2023
Q1 | $958K | Buy |
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|
2022
Q4 | $888K | Buy |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $762K | Buy |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $805K | Sell |
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|
2021
Q3 | $891K | Sell |
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|
2021
Q2 | $902K | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $672K | Buy |
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|
2019
Q3 | $574K | Sell |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $498K | Buy |
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|
2018
Q3 | $400K | Buy |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $351K | Sell |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $311K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $20.6M | Buy |
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