Aletheian Wealth Advisors LLC Blackrock Short Maturity Bond Transaction History

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 21,571 shares of NEAR stock, worth $1.1 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

21,571

Previous 22,007 1.98%

Holding current value

$1.1 Million

Previous $1.12 Million 1.6%

% of portfolio

0.54%

Previous 0.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$50.8 - $51.32 $22,148 - $22,375	-436 Reduced 1.98%	21,571 $1.11 Million
Q2 2025 Jul 07, 2025	BUY	$50.41 - $51.17 $23,692 - $24,049	470 Added 2.18%	22,007 $1.12 Million
Q1 2025 Apr 08, 2025	BUY	$50.4 - $50.89 $52,768 - $53,281	1,047 Added 5.11%	21,537 $1.1 Million
Q4 2024 Feb 14, 2025	BUY	$50.28 - $51.08 $8,547 - $8,683	170 Added 0.84%	20,490 $1.03 Million
Q3 2024 Oct 25, 2024	BUY	$50.09 - $51.31 $31,005 - $31,760	619 Added 3.14%	20,320 $1.04 Million

Q2 2024 Jul 26, 2024	BUY	$49.93 - $50.33 $30,257 - $30,499	606 Added 3.17%	19,701 $991,000
Q1 2024 Apr 15, 2024	BUY	$50.23 - $50.75 $148,178 - $149,712	2,950 Added 18.27%	19,095 $963,000
Q4 2023 Jan 05, 2024	BUY	$49.7 - $50.52 $60,932 - $61,937	1,226 Added 8.22%	16,145 $815,000
Q3 2023 Oct 04, 2023	BUY	$49.55 - $49.89 $9,067 - $9,129	183 Added 1.24%	14,919 $744,000
Q2 2023 Jul 13, 2023	BUY	$49.48 - $49.72 $96,337 - $96,804	1,947 Added 15.22%	14,736 $732,000
Q1 2023 May 11, 2023	SELL	$49.26 - $49.62 $1.15 Million - $1.16 Million	-23,385 Reduced 64.65%	12,789 $634,000
Q4 2022 Jan 17, 2023	BUY	$49.01 - $49.3 $8,037 - $8,085	164 Added 0.46%	36,174 $0
Q3 2022 Oct 14, 2022	BUY	$49.19 - $49.38 $4,869 - $4,888	99 Added 0.28%	36,010 $1.77 Million
Q2 2022 Jul 11, 2022	BUY	$49.22 - $49.57 $41,984 - $42,283	853 Added 2.43%	35,911 $1.77 Million
Q1 2022 Apr 18, 2022	BUY	$49.51 - $49.96 $335,281 - $338,329	6,772 Added 23.94%	35,058 $1.74 Million
Q4 2021 Apr 12, 2022	BUY	$49.93 - $50.12 $1.41 Million - $1.42 Million	28,286 New	28,286 $1.41 Million

Others Institutions Holding NEAR

# of Institutions

416

Shares Held

50.8M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Aletheian Wealth Advisors LLC Blackrock Short Maturity Bond Transaction History