Patriot Financial Group Insurance Agency’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 | $525K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $148K | Sell |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $159K | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $897K | Sell |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $4.94M | Sell |
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|
2019
Q3 | $5.01M | Buy |
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|
2019
Q2 | $3.69M | Buy |
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|
2019
Q1 | $386K | Sell |
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|
2018
Q4 | $3.48M | Buy |
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|
2018
Q3 | $3.19M | Sell |
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|
2018
Q2 | $3.71M | Sell |
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|
2018
Q1 | $3.79M | Buy |
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|
2017
Q4 | $3.2M | Buy |
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|
2017
Q3 | $2.78M | Buy |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $42K | Buy |
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