Somerset 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 | $417K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $307K | Buy |
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