Janney Montgomery Scott’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
15,120
+282
| +2% | +$14.4K | ﹤0.01% | 1755 |
|
|
2025
Q1 | $755K | Buy |
14,838
+3,391
| +30% | +$173K | ﹤0.01% | 1722 |
|
|
2024
Q4 | $578K | Sell |
11,447
-9,602
| -46% | -$485K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $1.08M | Buy |
21,049
+817
| +4% | +$41.9K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $1.02M | Buy |
20,232
+1,097
| +6% | +$55.2K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $966K | Buy |
+19,135
| New | +$966K | ﹤0.01% | 1546 |
|
|
2023
Q3 | – | Sell |
-4,917
| Closed | -$244K | – | 2703 |
|
|
2023
Q2 | $244K | Sell |
4,917
-2,240
| -31% | -$111K | ﹤0.01% | 2352 |
|
|
2023
Q1 | $355K | Sell |
7,157
-4,273
| -37% | -$212K | ﹤0.01% | 1951 |
|
|
2022
Q4 | $563K | Sell |
11,430
-20,960
| -65% | -$1.03M | ﹤0.01% | 1698 |
|
|
2022
Q3 | $1.6M | Sell |
32,390
-21,905
| -40% | -$1.08M | 0.01% | 1078 |
|
|
2022
Q2 | $2.67M | Sell |
54,295
-13,703
| -20% | -$675K | 0.01% | 811 |
|
|
2022
Q1 | $3.37M | Sell |
67,998
-153,651
| -69% | -$7.62M | 0.01% | 713 |
|
|
2021
Q4 | $11.1M | Buy |
221,649
+3,807
| +2% | +$190K | 0.04% | 367 |
|
|
2021
Q3 | $10.9M | Buy |
217,842
+136,540
| +168% | +$6.85M | 0.05% | 349 |
|
|
2021
Q2 | $4.08M | Buy |
81,302
+8,405
| +12% | +$422K | 0.02% | 657 |
|
|
2021
Q1 | $3.66M | Sell |
72,897
-21,463
| -23% | -$1.08M | 0.02% | 655 |
|
|
2020
Q4 | $4.73M | Sell |
94,360
-537,637
| -85% | -$27M | 0.02% | 558 |
|
|
2020
Q3 | $31.7M | Sell |
631,997
-52,929
| -8% | -$2.65M | 0.18% | 132 |
|
|
2020
Q2 | $34.3M | Sell |
684,926
-450,142
| -40% | -$22.5M | 0.22% | 111 |
|
|
2020
Q1 | $55M | Buy |
1,135,068
+380,140
| +50% | +$18.4M | 0.44% | 50 |
|
|
2019
Q4 | $37.9M | Sell |
754,928
-206,733
| -21% | -$10.4M | 0.25% | 98 |
|
|
2019
Q3 | $48.4M | Buy |
961,661
+90,573
| +10% | +$4.56M | 0.35% | 65 |
|
|
2019
Q2 | $43.8M | Sell |
871,088
-127,850
| -13% | -$6.43M | 0.34% | 67 |
|
|
2019
Q1 | $50.2M | Buy |
998,938
+3,488
| +0.4% | +$175K | 0.41% | 51 |
|
|
2018
Q4 | $49.6M | Buy |
995,450
+109,350
| +12% | +$5.45M | 0.48% | 47 |
|
|
2018
Q3 | $44.5M | Buy |
886,100
+389,195
| +78% | +$19.5M | 0.38% | 60 |
|
|
2018
Q2 | $24.9M | Buy |
496,905
+77,907
| +19% | +$3.91M | 0.24% | 94 |
|
|
2018
Q1 | $21M | Buy |
418,998
+135,739
| +48% | +$6.81M | 0.21% | 107 |
|
|
2017
Q4 | $14.2M | Buy |
283,259
+18,875
| +7% | +$946K | 0.15% | 165 |
|
|
2017
Q3 | $13.3M | Buy |
264,384
+20,958
| +9% | +$1.05M | 0.15% | 156 |
|
|
2017
Q2 | $12.2M | Buy |
243,426
+19,564
| +9% | +$983K | 0.15% | 163 |
|
|
2017
Q1 | $11.2M | Buy |
223,862
+29,989
| +15% | +$1.51M | 0.15% | 163 |
|
|
2016
Q4 | $9.73M | Sell |
193,873
-57,559
| -23% | -$2.89M | 0.15% | 169 |
|
|
2016
Q3 | $12.6M | Buy |
+251,432
| New | +$12.6M | 0.22% | 107 |
|
|
2016
Q2 | – | Sell |
-69,147
| Closed | -$3.46M | – | 999 |
|
|
2016
Q1 | $3.46M | Buy |
69,147
+47,172
| +215% | +$2.36M | 0.09% | 217 |
|
|
2015
Q4 | $1.1M | Buy |
21,975
+7,470
| +51% | +$374K | 0.03% | 526 |
|
|
2015
Q3 | $727K | Sell |
14,505
-104
| -0.7% | -$5.21K | 0.02% | 659 |
|
|
2015
Q2 | $732K | Buy |
14,609
+1,678
| +13% | +$84.1K | 0.02% | 963 |
|
|
2015
Q1 | $648K | Buy |
+12,931
| New | +$648K | 0.01% | 1169 |
|