JFS Wealth 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 | $280K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $556K | Hold |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $546K | Hold |
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|
2022
Q4 | $542K | Hold |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $382K | Buy |
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