JSA
Jacobson & Schmitt Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
106,993
+3,379
| +3% | +$173K | 0.97% | 34 |
|
|
2025
Q1 | $5.27M | Buy |
103,614
+4,433
| +4% | +$226K | 1.08% | 37 |
|
|
2024
Q4 | $5.01M | Buy |
99,181
+11,145
| +13% | +$563K | 0.97% | 36 |
|
|
2024
Q3 | $4.51M | Buy |
88,036
+3,073
| +4% | +$157K | 0.93% | 35 |
|
|
2024
Q2 | $4.28M | Buy |
84,963
+9,192
| +12% | +$463K | 0.97% | 34 |
|
|
2024
Q1 | $3.82M | Buy |
75,771
+2,306
| +3% | +$116K | 0.9% | 35 |
|
|
2023
Q4 | $3.71M | Buy |
73,465
+3,935
| +6% | +$199K | 0.94% | 34 |
|
|
2023
Q3 | $3.47M | Buy |
69,530
+2,613
| +4% | +$130K | 0.99% | 32 |
|
|
2023
Q2 | $3.33M | Buy |
66,917
+5,538
| +9% | +$275K | 0.94% | 33 |
|
|
2023
Q1 | $3.04M | Buy |
61,379
+5,475
| +10% | +$272K | 0.87% | 34 |
|
|
2022
Q4 | $2.75M | Hold |
55,904
| – | – | 0.88% | 30 |
|
|
2022
Q3 | $2.75M | Sell |
55,904
-5,078
| -8% | -$250K | 0.88% | 30 |
|
|
2022
Q2 | $3M | Sell |
60,982
-3,198
| -5% | -$158K | 0.94% | 30 |
|
|
2022
Q1 | $3.18M | Sell |
64,180
-2,160
| -3% | -$107K | 0.83% | 29 |
|
|
2021
Q4 | $3.31M | Buy |
66,340
+2,677
| +4% | +$134K | 0.8% | 28 |
|
|
2021
Q3 | $3.19M | Buy |
63,663
+7,507
| +13% | +$376K | 0.88% | 29 |
|
|
2021
Q2 | $2.82M | Buy |
56,156
+8,943
| +19% | +$449K | 0.8% | 28 |
|
|
2021
Q1 | $2.37M | Buy |
47,213
+3,923
| +9% | +$197K | 0.77% | 27 |
|
|
2020
Q4 | $2.17M | Buy |
43,290
+4,080
| +10% | +$205K | 0.74% | 27 |
|
|
2020
Q3 | $1.97M | Buy |
39,210
+4,127
| +12% | +$207K | 0.75% | 27 |
|
|
2020
Q2 | $1.76M | Buy |
35,083
+19,783
| +129% | +$990K | 0.75% | 28 |
|
|
2020
Q1 | $742K | Buy |
+15,300
| New | +$742K | 0.42% | 34 |
|