Spectrum Planning & Advisory Services’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 | – | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $308K | Buy |
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