Physician Wealth Advisors’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 | $60.9K | Sell |
|
|||||
|
2025
Q1 | $68.1K | Sell |
|
|||||
|
2024
Q4 | $103K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Sell |
|
|||||
|
2021
Q4 | $229K | Buy |
|
|||||
|
2021
Q3 | $221K | Sell |
|
|||||
|
2021
Q2 | $228K | Buy |
|
|||||
|
2021
Q1 | $210K | Sell |
|
|||||
|
2020
Q4 | $281K | Sell |
|
|||||
|
2020
Q3 | $640K | Sell |
|
|||||
|
2020
Q2 | $1.58M | Sell |
|
|||||
|
2020
Q1 | $3.65M | Buy |
|
|||||
|
2019
Q4 | $2.7M | Buy |
|
|||||
|
2019
Q3 | $2.3M | Buy |
|