Syntegra Private Wealth 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
$8.66M Buy
2025
Q2
$2.16M Buy
2025
Q1
$696K Buy
2024
Q4
$672K Sell
2024
Q3
$693K Sell
2024
Q2
$737K Hold
2024
Q1
$739K Sell
2023
Q4
$775K Sell
2023
Q3
$775K Sell
2023
Q2
$823K Sell
2023
Q1
$835K Sell
2022
Q4
$897K Buy