Summit Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,525 shares of NEAR stock, worth $435,968. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,525

Previous 8,600 0.87%

Holding current value

$435,968

Previous $439 Million 0.53%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$50.8 - $51.32 $3,810 - $3,849	-75 Reduced 0.87%	8,525 $437 Million
Q2 2025 Aug 11, 2025	SELL	$50.41 - $51.17 $8,267 - $8,391	-164 Reduced 1.87%	8,600 $439 Million
Q1 2025 May 06, 2025	SELL	$50.4 - $50.89 $26,308 - $26,564	-522 Reduced 5.62%	8,764 $446 Million
Q4 2024 Jan 27, 2025	BUY	$50.28 - $51.08 $2,564 - $2,605	51 Added 0.55%	9,286 $469 Million
Q3 2024 Oct 28, 2024	SELL	$50.09 - $51.31 $65,217 - $66,805	-1,302 Reduced 12.36%	9,235 $473 Million

Q2 2024 Sep 11, 2024	BUY	$49.93 - $50.33 $1,148 - $1,157	23 Added 0.22%	10,537 $530 Million
Q1 2024 Sep 11, 2024	SELL	$50.23 - $50.75 $99,354 - $100,383	-1,978 Reduced 15.83%	10,514 $531 Million
Q4 2023 Sep 11, 2024	SELL	$49.7 - $50.52 $34,988 - $35,566	-704 Reduced 5.33%	12,492 $631 Million
Q3 2023 Sep 11, 2024	SELL	$49.55 - $49.89 $3,518 - $3,542	-71 Reduced 0.54%	13,196 $658 Million
Q2 2023 Sep 11, 2024	BUY	$49.48 - $49.72 $49,480 - $49,720	1,000 Added 8.15%	13,267 $660 Million
Q1 2023 Sep 11, 2024	SELL	$49.26 - $49.62 $54,629 - $55,028	-1,109 Reduced 8.29%	12,267 $608 Million
Q4 2022 Sep 11, 2024	SELL	$49.01 - $49.3 $547,245 - $550,483	-11,166 Reduced 45.5%	13,376 $659 Million
Q3 2022 Sep 11, 2024	SELL	$49.19 - $49.38 $174,329 - $175,002	-3,544 Reduced 12.62%	24,542 $1.21 Billion
Q2 2022 Sep 11, 2024	SELL	$49.22 - $49.57 $112,615 - $113,416	-2,288 Reduced 7.53%	28,086 $1.38 Billion
Q1 2022 Sep 11, 2024	BUY	$49.51 - $49.96 $30,894 - $31,175	624 Added 2.1%	30,374 $1.51 Billion
Q4 2021 Sep 10, 2024	SELL	$49.93 - $50.12 $189,833 - $190,556	-3,802 Reduced 11.33%	29,750 $1.49 Billion
Q3 2021 Sep 10, 2024	SELL	$50.12 - $50.16 $24,258 - $24,277	-484 Reduced 1.42%	33,552 $1.68 Billion
Q2 2021 Sep 10, 2024	SELL	$50.15 - $50.21 $1,755 - $1,757	-35 Reduced 0.1%	34,036 $1.71 Billion
Q1 2021 Sep 10, 2024	SELL	$50.15 - $50.25 $3,259 - $3,266	-65 Reduced 0.19%	34,071 $1.71 Billion
Q4 2020 Sep 10, 2024	SELL	$50.09 - $50.18 $83,349 - $83,499	-1,664 Reduced 4.65%	34,136 $1.71 Billion
Q3 2020 Sep 10, 2024	SELL	$49.97 - $50.15 $183,889 - $184,552	-3,680 Reduced 9.32%	35,800 $1.79 Billion
Q2 2020 Sep 10, 2024	SELL	$48.5 - $50.01 $153,211 - $157,981	-3,159 Reduced 7.41%	39,480 $1.97 Billion
Q1 2020 Sep 10, 2024	SELL	$45.53 - $50.41 $892,843 - $988,540	-19,610 Reduced 31.5%	42,639 $2.07 Billion
Q4 2019 Sep 09, 2024	BUY	$50.21 - $50.36 $3.13 Million - $3.13 Million	62,249 New	62,249 $3.13 Billion

Others Institutions Holding NEAR

# of Institutions

416

Shares Held

50.8M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Summit Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History