MA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $10.9M | Sell |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $12.3M | Sell |
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|
2020
Q2 | $12.4M | Sell |
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|
2020
Q1 | $12.2M | Sell |
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|
2019
Q4 | $13.1M | Sell |
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|
2019
Q3 | $15.7M | Sell |
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|
2019
Q2 | $20M | Sell |
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|
2019
Q1 | $22M | Buy |
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|
2018
Q4 | $19.4M | Buy |
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