Summit Wealth Partners’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 | $437K | Sell |
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|
2025
Q2 | $439K | Sell |
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2025
Q1 | $446K | Sell |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $608K | Sell |
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|
2022
Q4 | $659K | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $1.97M | Sell |
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|
2020
Q1 | $2.07M | Sell |
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|
2019
Q4 | $3.13M | Buy |
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