Sovereign Financial 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
Q3 | $3.09M | Sell |
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|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $3.3M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $623K | Buy |
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