Tci Wealth Advisors, Inc. Blackrock Short Maturity Bond Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 11,817 shares of NEAR stock, worth $605,621. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,817

Previous 11,726 0.78%

Holding current value

$605,621

Previous $599,000 1.0%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$50.8 - $51.32 $4,622 - $4,670	91 Added 0.78%	11,817 $605,000
Q2 2025 Jul 16, 2025	SELL	$50.41 - $51.17 $4,788 - $4,861	-95 Reduced 0.8%	11,726 $599,000
Q1 2025 Apr 21, 2025	BUY	$50.4 - $50.89 $4,384 - $4,427	87 Added 0.74%	11,821 $601,000
Q2 2024 Jul 30, 2024	SELL	$49.93 - $50.33 $457,558 - $461,224	-9,164 Reduced 43.85%	11,734 $590,000
Q1 2024 May 07, 2024	BUY	$50.23 - $50.75 $13,612 - $13,753	271 Added 1.31%	20,898 $1.05 Million
Q3 2023 Oct 31, 2023	BUY	$49.55 - $49.89 $8,671 - $8,730	175 Added 0.86%	20,627 $1.03 Million
Q2 2023 Aug 04, 2023	BUY	$49.48 - $49.72 $1.01 Million - $1.02 Million	20,452 New	20,452 $1.02 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-2,387 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	2,387 New	2,387 $120,000

Others Institutions Holding NEAR

# of Institutions

416

Shares Held

48.3M

Call Options Held

Put Options Held

View Full List

About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
Sector ETFs
Industry ETFs

More about NEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Blackrock Short Maturity Bond Transaction History