JFS Wealth Advisors’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 | $280K | Hold |
5,484
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $279K | Hold |
5,484
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $277K | Sell |
5,484
-40
| -0.7% | -$2.02K | 0.02% | 259 |
|
|
2024
Q3 | $283K | Sell |
5,524
-29
| -0.5% | -$1.49K | 0.02% | 252 |
|
|
2024
Q2 | $279K | Hold |
5,553
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $280K | Sell |
5,553
-5,447
| -50% | -$275K | 0.02% | 208 |
|
|
2023
Q4 | $556K | Hold |
11,000
| – | – | 0.05% | 146 |
|
|
2023
Q3 | $549K | Hold |
11,000
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $547K | Hold |
11,000
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $546K | Hold |
11,000
| – | – | 0.05% | 145 |
|
|
2022
Q4 | $542K | Hold |
11,000
| – | – | 0.05% | 149 |
|
|
2022
Q3 | $542K | Hold |
11,000
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $542K | Hold |
11,000
| – | – | 0.06% | 142 |
|
|
2022
Q1 | $545K | Buy |
11,000
+3,376
| +44% | +$167K | 0.05% | 151 |
|
|
2021
Q4 | $381K | Hold |
7,624
| – | – | 0.04% | 175 |
|
|
2021
Q3 | $382K | Buy |
+7,624
| New | +$382K | 0.04% | 168 |
|