Wealth Shield Partners, LLC Blackrock Short Maturity Bond Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$49.26 - $49.62 $4,827 - $4,862	98 New	98 $4,000
Q3 2021 Nov 12, 2021	SELL	$50.12 - $50.16 $56,284 - $56,329	-1,123 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$50.15 - $50.21 $38,615 - $38,661	770 Added 218.13%	1,123 $56,000
Q1 2021 May 17, 2021	BUY	$50.15 - $50.25 $17,702 - $17,738	353 New	353 $18,000
Q4 2020 Feb 16, 2021	SELL	$50.09 - $50.18 $1 Million - $1 Million	-19,991 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$49.97 - $50.15 $136,967 - $137,461	2,741 Added 15.89%	19,991 $1 Million
Q2 2020 Aug 13, 2020	SELL	$48.5 - $50.01 $411,522 - $424,334	-8,485 Reduced 32.97%	17,250 $863,000
Q1 2020 May 12, 2020	BUY	$45.53 - $50.41 $374,575 - $414,723	8,227 Added 46.99%	25,735 $1.25 Million
Q4 2019 Feb 13, 2020	SELL	$50.21 - $50.36 $334,448 - $335,447	-6,661 Reduced 27.56%	17,508 $880,000
Q3 2019 Nov 13, 2019	BUY	$50.26 - $50.34 $302,967 - $303,449	6,028 Added 33.23%	24,169 $1.22 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-5,606 Reduced 23.61%	18,141 $913,000
Q1 2019 May 14, 2019	BUY	N/A	15,842 Added 200.4%	23,747 $1.19 Million
Q4 2018 Feb 14, 2019	BUY	N/A	7,905 New	7,905 $394,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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