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

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

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 11,994 shares of NEAR stock, worth $607,376. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,994

Previous 14,189 15.47%

Holding current value

$607,376

Previous $727,000 16.78%

% of portfolio

0.28%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

365

Shares Held

42.9M

Call Options Held

Put Options Held

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