UBP Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.47M | Sell |
|
|||||
|
2022
Q2 | $11.4M | Buy |
|
|||||
|
2022
Q1 | $940K | Sell |
|
|||||
|
2021
Q4 | $11.2M | Sell |
|
|||||
|
2021
Q3 | $12.7M | Buy |
|
|||||
|
2021
Q2 | $12.3M | Sell |
|
|||||
|
2021
Q1 | $12.3M | Buy |
|
|||||
|
2020
Q4 | $10.7M | Buy |
|
|||||
|
2020
Q3 | $5.96M | Sell |
|
|||||
|
2020
Q2 | $6.13M | Buy |
|
|||||
|
2020
Q1 | $5.74M | Sell |
|
|||||
|
2019
Q4 | $6.53M | Sell |
|
|||||
|
2019
Q3 | $6.55M | Buy |
|
|||||
|
2019
Q2 | $5.67M | Buy |
|
|||||
|
2019
Q1 | $5.62M | Buy |
|
|||||
|
2018
Q4 | $3.73M | Buy |
|
|||||
|
2018
Q3 | $3.69M | Sell |
|
|||||
|
2018
Q2 | $3.97M | Sell |
|
|||||
|
2018
Q1 | $4.03M | Buy |
|
|||||
|
2017
Q4 | $3.17M | Buy |
|