Ullmann Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $591K | Buy |
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|
2021
Q3 | $594K | Sell |
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|
2021
Q2 | $953K | Buy |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $917K | Buy |
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|
2020
Q2 | $794K | Sell |
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|
2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $923K | Buy |
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $927K | Buy |
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|
2017
Q4 | $576K | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $896K | Hold |
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|
2017
Q1 | $896K | Buy |
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|
2016
Q4 | $819K | Buy |
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