J.W. Cole 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
Q2 | $591K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $407K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $773K | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $792K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $671K | Buy |
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