Patten Group’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 | $3.08M | Buy |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $650K | Sell |
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|
2019
Q4 | $713K | Buy |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $394K | Buy |
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