Spire Wealth Management’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
$97.8K Sell
2025
Q2
$98.4K Buy
2025
Q1
$69.2K Buy
2024
Q4
$68.7K Buy
2024
Q3
$69.6K Sell
2024
Q2
$145K Sell
2024
Q1
$791K Sell
2023
Q4
$795K Sell
2023
Q3
$788K Sell
2023
Q2
$820K Sell
2023
Q1
$840K Buy
2022
Q4
$671K Sell
2022
Q3
$846K Sell
2022
Q2
$968K Sell
2022
Q1
$1.57M Buy
2021
Q4
$1.57M Buy
2021
Q3
$1.55M Sell
2021
Q2
$1.62M Sell
2021
Q1
$1.79M Buy