Beacon Financial Advisory LLC Blackrock Short Maturity Bond Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,064 shares of NEAR stock, worth $412,392. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,064
Previous 4,636 73.94%
Holding current value
$412,392
Previous $236,000 75.0%
% of portfolio
0.11%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$50.8 - $51.32 $174,142 - $175,924
3,428 Added 73.94%
8,064 $413,000
Q2 2025

Jul 22, 2025
BUY
$50.41 - $51.17 $233,700 - $237,224
4,636 New
4,636 $236,000
Q2 2020

Jul 07, 2020
SELL
$48.5 - $50.01 $241,093 - $248,599
-4,971 Closed
0 $0
Q1 2020

Apr 15, 2020
BUY
$45.53 - $50.41 $9,788 - $10,838
215 Added 4.52%
4,971 $241,000
Q4 2019

Jan 24, 2020
BUY
$50.21 - $50.36 $238,798 - $239,512
4,756 New
4,756 $238,000

Others Institutions Holding NEAR

# of Institutions
414
Shares Held
50.8M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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