Jacobson & Schmitt 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
$5.47M Buy
2025
Q1
$5.27M Buy
2024
Q4
$5.01M Buy
2024
Q3
$4.51M Buy
2024
Q2
$4.28M Buy
2024
Q1
$3.82M Buy
2023
Q4
$3.71M Buy
2023
Q3
$3.47M Buy
2023
Q2
$3.33M Buy
2023
Q1
$3.04M Buy
2022
Q4
$2.75M Hold
2022
Q3
$2.75M Sell
2022
Q2
$3M Sell
2022
Q1
$3.18M Sell
2021
Q4
$3.31M Buy
2021
Q3
$3.19M Buy
2021
Q2
$2.82M Buy
2021
Q1
$2.37M Buy
2020
Q4
$2.17M Buy
2020
Q3
$1.97M Buy
2020
Q2
$1.75M Buy
2020
Q1
$742K Buy