IFP Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $8.84K | Sell |
|
|||||
|
2024
Q3 | $32K | Hold |
|
|||||
|
2024
Q2 | $31.5K | Hold |
|
|||||
|
2024
Q1 | $31.5K | Hold |
|
|||||
|
2023
Q4 | $31.6K | Buy |
|
|||||
|
2023
Q3 | $10.3K | Buy |
|
|||||
|
2023
Q2 | $8.7K | Hold |
|
|||||
|
2023
Q1 | $8.76K | Sell |
|
|||||
|
2022
Q4 | $175K | Buy |
|
|||||
|
2022
Q3 | $169K | Buy |
|
|||||
|
2022
Q2 | $166K | Hold |
|
|||||
|
2022
Q1 | $166K | Sell |
|
|||||
|
2021
Q4 | $259K | Hold |
|
|||||
|
2021
Q3 | $260K | Hold |
|
|||||
|
2021
Q2 | $260K | Hold |
|
|||||
|
2021
Q1 | $260K | Sell |
|
|||||
|
2020
Q4 | $3M | Sell |
|
|||||
|
2020
Q3 | $3.14M | Buy |
|
|||||
|
2020
Q2 | $456K | Sell |
|
|||||
|
2020
Q1 | $845K | Buy |
|
|||||
|
2019
Q4 | $875K | Sell |
|
|||||
|
2019
Q3 | $920K | Buy |
|
|||||
|
2019
Q1 | $2.18M | Sell |
|
|||||
|
2018
Q4 | $2.42M | Buy |
|
|||||
|
2018
Q3 | $2.19M | Buy |
|
|||||
|
2018
Q2 | $1.53M | Sell |
|
|||||
|
2018
Q1 | $1.67M | Hold |
|
|||||
|
2017
Q4 | $1.67M | Buy |
|
|||||
|
2017
Q3 | $1.3M | Buy |
|
|||||
|
2017
Q2 | $1.2M | Buy |
|
|||||
|
2017
Q1 | $1.02M | Sell |
|
|||||
|
2016
Q4 | $1.23M | Buy |
|
|||||
|
2016
Q3 | $897K | Buy |
|
|||||
|
2016
Q2 | $795K | Sell |
|
|||||
|
2016
Q1 | $2.18M | Buy |
|
|||||
|
2015
Q4 | $655K | Buy |
|