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