Uma Financial Services, Inc. Blackrock Short Maturity Bond Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Uma Financial Services, Inc. holds 85 shares of NEAR stock, worth $4,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1,193 92.88%

Holding current value

$4,346

Previous $60,000 93.33%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$50.8 - $51.32 $56,286 - $56,862	-1,108 Reduced 92.88%	85 $4,000
Q2 2025 Jul 11, 2025	SELL	$50.41 - $51.17 $7,359 - $7,470	-146 Reduced 10.9%	1,193 $60,000
Q1 2025 Apr 28, 2025	SELL	$50.4 - $50.89 $35,229 - $35,572	-699 Reduced 34.3%	1,339 $68,000
Q4 2024 Feb 12, 2025	BUY	$50.28 - $51.08 $102,470 - $104,101	2,038 New	2,038 $102,000
Q2 2022 Aug 02, 2022	SELL	$49.22 - $49.57 $203,623 - $205,071	-4,137 Closed	0 $0

Q1 2022 May 05, 2022	SELL	$49.51 - $49.96 $22,576 - $22,781	-456 Reduced 9.93%	4,137 $205,000
Q4 2021 Jan 11, 2022	BUY	$49.93 - $50.12 $8,737 - $8,771	175 Added 3.96%	4,593 $229,000
Q3 2021 Oct 19, 2021	SELL	$50.12 - $50.16 $6,966 - $6,972	-139 Reduced 3.05%	4,418 $221,000
Q2 2021 Jul 23, 2021	BUY	$50.15 - $50.21 $18,906 - $18,929	377 Added 9.02%	4,557 $228,000
Q1 2021 Apr 06, 2021	SELL	$50.15 - $50.25 $71,162 - $71,304	-1,419 Reduced 25.34%	4,180 $210,000
Q4 2020 Feb 19, 2021	SELL	$50.09 - $50.18 $359,646 - $360,292	-7,180 Reduced 56.19%	5,599 $281,000
Q3 2020 Nov 04, 2020	SELL	$49.97 - $50.15 $942,484 - $945,879	-18,861 Reduced 59.61%	12,779 $640,000
Q2 2020 Aug 11, 2020	SELL	$48.5 - $50.01 $2.07 Million - $2.13 Million	-42,605 Reduced 57.38%	31,640 $1.58 Million
Q1 2020 Apr 23, 2020	BUY	$45.53 - $50.41 $939,739 - $1.04 Million	20,640 Added 38.5%	74,245 $3.65 Million
Q4 2019 Jan 14, 2020	BUY	$50.21 - $50.36 $397,110 - $398,297	7,909 Added 17.31%	53,605 $2.7 Million
Q3 2019 Nov 26, 2019	BUY	$50.26 - $50.34 $2.3 Million - $2.3 Million	45,696 New	45,696 $2.3 Million

Others Institutions Holding NEAR

# of Institutions

414

Shares Held

50.8M

Call Options Held

Put Options Held

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Uma Financial Services, Inc. Blackrock Short Maturity Bond Transaction History