Wj Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025

A detailed history of Wj Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wj Wealth Management, LLC holds 11,775 shares of NEAR stock, worth $602,173. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,775
Previous 23,550 50.0%
Holding current value
$602,173
Previous $1.21 Million 50.04%
% of portfolio
0.4%
Previous 0.5%

Shares

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

Nov 25, 2025
SELL
$50.8 - $51.32 $598,170 - $604,293
-11,775 Reduced 50.0%
11,775 $603,000
Q2 2025

Jul 28, 2025
BUY
$50.41 - $51.17 $201,640 - $204,680
4,000 Added 20.46%
23,550 $1.2 Million
Q4 2024

Jan 24, 2025
SELL
$50.28 - $51.08 $30,168 - $30,648
-600 Reduced 2.98%
19,550 $987,000
Q3 2024

Oct 31, 2024
SELL
$50.09 - $51.31 $365,657 - $374,563
-7,300 Reduced 26.59%
20,150 $1.03 Million
Q2 2024

Aug 09, 2024
SELL
$49.93 - $50.33 $24,965 - $25,165
-500 Reduced 1.79%
27,450 $1.38 Million
Q1 2024

Apr 17, 2024
SELL
$50.23 - $50.75 $65,298 - $65,975
-1,300 Reduced 4.44%
27,950 $1.41 Million
Q4 2023

Jan 12, 2024
SELL
$49.7 - $50.52 $14,910 - $15,156
-300 Reduced 1.02%
29,250 $1.48 Million
Q3 2023

Oct 10, 2023
SELL
$49.55 - $49.89 $312,165 - $314,307
-6,300 Reduced 17.57%
29,550 $1.47 Million
Q2 2023

Jul 11, 2023
BUY
$49.48 - $49.72 $1.51 Million - $1.51 Million
30,425 Added 560.83%
35,850 $1.78 Million
Q1 2023

Apr 12, 2023
BUY
$49.26 - $49.62 $28,324 - $28,531
575 Added 11.86%
5,425 $269,000
Q4 2022

Feb 15, 2023
BUY
$49.01 - $49.3 $237,698 - $239,105
4,850 New
4,850 $238,000
Q1 2020

Apr 21, 2020
SELL
$45.53 - $50.41 $258,382 - $286,076
-5,675 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$50.21 - $50.36 $284,941 - $285,793
5,675 New
5,675 $285,000

Others Institutions Holding NEAR

# of Institutions
415
Shares Held
51.2M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

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