Patton Albertson Miller 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 | $240K | Hold |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $264K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $657K | Buy |
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|
2019
Q4 | $678K | Buy |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $282K | Buy |
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