Glass Jacobson Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,738
| Closed | -$87.8K | – | 734 |
|
|
2025
Q1 | $87.8K | Hold |
1,738
| – | – | 0.03% | 311 |
|
|
2024
Q4 | $87.8K | Buy |
1,738
+772
| +80% | +$39K | 0.03% | 311 |
|
|
2024
Q3 | $49.5K | Buy |
966
+2
| +0.2% | +$102 | 0.02% | 357 |
|
|
2024
Q2 | $48.5K | Buy |
964
+1
| +0.1% | +$50 | 0.02% | 343 |
|
|
2024
Q1 | $48.6K | Buy |
963
+1
| +0.1% | +$50 | 0.02% | 351 |
|
|
2023
Q4 | $48.6K | Buy |
962
+3
| +0.3% | +$152 | 0.02% | 336 |
|
|
2023
Q3 | $47.9K | Buy |
959
+1
| +0.1% | +$50 | 0.02% | 330 |
|
|
2023
Q2 | $47.6K | Buy |
+958
| New | +$47.6K | 0.02% | 336 |
|
|
2022
Q4 | $78K | Buy |
+1,583
| New | +$78K | 0.04% | 288 |
|