Axxcess Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 178,965 shares of NEAR stock, worth $9.12 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

178,965

Previous 141,383 26.58%

Holding current value

$9.12 Million

Previous $7.19 Million 27.16%

% of portfolio

0.23%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$50.41 - $51.17 $1.89 Million - $1.92 Million	37,582 Added 26.58%	178,965 $9.15 Million
Q1 2025 Apr 30, 2025	BUY	$50.4 - $50.89 $1.02 Million - $1.03 Million	20,273 Added 16.74%	141,383 $7.19 Million
Q4 2024 Feb 10, 2025	BUY	$50.28 - $51.08 $1.71 Million - $1.73 Million	33,940 Added 38.94%	121,110 $6.12 Million
Q3 2024 Nov 04, 2024	BUY	$50.09 - $51.31 $4.37 Million - $4.47 Million	87,170 New	87,170 $4.47 Million
Q4 2023 Feb 06, 2024	BUY	$49.7 - $50.52 $8,051 - $8,184	162 Added 1.75%	9,432 $476,000
Q3 2023 Nov 14, 2023	BUY	$49.55 - $49.89 $459,328 - $462,480	9,270 New	9,270 $462,000
Q1 2023 May 03, 2023	SELL	$49.26 - $49.62 $2.17 Million - $2.18 Million	-44,006 Reduced 50.49%	43,147 $2.14 Million
Q4 2022 Feb 14, 2023	SELL	$49.01 - $49.3 $2.54 Million - $2.56 Million	-51,836 Reduced 37.3%	87,153 $4.29 Million
Q3 2022 Nov 14, 2022	SELL	$49.19 - $49.38 $1.13 Million - $1.13 Million	-22,957 Reduced 14.18%	138,989 $6.85 Million
Q2 2022 Aug 11, 2022	SELL	$49.22 - $49.57 $924,302 - $930,875	-18,779 Reduced 10.39%	161,946 $7.98 Million
Q1 2022 Aug 11, 2022	SELL	$49.51 - $49.96 $138,281 - $139,538	-2,793 Reduced 1.52%	180,725 $8.96 Million
Q4 2021 Aug 11, 2022	BUY	$49.93 - $50.12 $9.16 Million - $9.2 Million	183,518 New	183,518 $9.17 Million

Others Institutions Holding NEAR

# of Institutions

399

Shares Held

47.2M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Axxcess Wealth Management, LLC Blackrock Short Maturity Bond Transaction History