Successful Portfolios LLC Blackrock Short Maturity Bond Transaction History

Successful Portfolios LLC

$147 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	$49.93 - $50.12 $207,209 - $207,998	-4,150 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$50.12 - $50.16 $751 - $752	-15 Reduced 0.36%	4,150 $208,000
Q2 2021 Jul 23, 2021	SELL	$50.15 - $50.21 $26,027 - $26,058	-519 Reduced 11.08%	4,165 $209,000
Q1 2021 Apr 20, 2021	SELL	$50.15 - $50.25 $22,316 - $22,361	-445 Reduced 8.68%	4,684 $235,000
Q4 2020 Feb 02, 2021	SELL	$50.09 - $50.18 $66,369 - $66,488	-1,325 Reduced 20.53%	5,129 $257,000
Q3 2020 Oct 13, 2020	SELL	$49.97 - $50.15 $154,007 - $154,562	-3,082 Reduced 32.32%	6,454 $323,000
Q2 2020 Jul 13, 2020	SELL	$48.5 - $50.01 $22,504 - $23,204	-464 Reduced 4.64%	9,536 $477,000
Q1 2020 Apr 23, 2020	BUY	$45.53 - $50.41 $455,300 - $504,099	10,000 New	10,000 $485,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

About BLACKROCK SHORT MATURITY BOND

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