Wealthcare Advisory 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 | $316K | Buy |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $841K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $802K | Sell |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $886K | Buy |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $31K | Buy |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Buy |
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