Stonebridge Financial Planning Group, LLC Blackrock Short Maturity Bond Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 9,616 shares of NEAR stock, worth $491,762. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,616
Previous 11,916 19.3%
Holding current value
$491,762
Previous $608,000 18.91%
% of portfolio
0.19%
Previous 0.27%

Shares

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

Nov 17, 2025
SELL
$50.8 - $51.32 $116,840 - $118,036
-2,300 Reduced 19.3%
9,616 $493,000
Q2 2025

Aug 05, 2025
SELL
$50.41 - $51.17 $12,904 - $13,099
-256 Reduced 2.1%
11,916 $608,000
Q1 2025

May 08, 2025
BUY
$50.4 - $50.89 $8,971 - $9,058
178 Added 1.48%
12,172 $619,000
Q4 2024

Feb 18, 2025
SELL
$50.28 - $51.08 $110,364 - $112,120
-2,195 Reduced 15.47%
11,994 $605,000
Q3 2024

Nov 08, 2024
SELL
$50.09 - $51.31 $57,703 - $59,109
-1,152 Reduced 7.51%
14,189 $727,000
Q2 2024

Aug 07, 2024
SELL
$49.93 - $50.33 $86,029 - $86,718
-1,723 Reduced 10.1%
15,341 $772,000
Q1 2024

May 13, 2024
SELL
$50.23 - $50.75 $173,343 - $175,138
-3,451 Reduced 16.82%
17,064 $861,000
Q4 2023

Feb 05, 2024
BUY
$49.7 - $50.52 $560,367 - $569,613
11,275 Added 122.02%
20,515 $1.04 Million
Q3 2023

Nov 07, 2023
BUY
$49.55 - $49.89 $457,842 - $460,983
9,240 New
9,240 $460,000

Others Institutions Holding NEAR

# of Institutions
416
Shares Held
50.8M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

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  • Sector ETFs
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