JNBA Financial 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 | $6.49K | Buy |
127
+1
| +0.8% | +$51 | ﹤0.01% | 512 |
|
|
2025
Q1 | $6.42K | Buy |
126
+1
| +0.8% | +$51 | ﹤0.01% | 509 |
|
|
2024
Q4 | $6.33K | Buy |
125
+2
| +2% | +$101 | ﹤0.01% | 513 |
|
|
2024
Q3 | $6.31K | Buy |
123
+1
| +0.8% | +$51 | ﹤0.01% | 527 |
|
|
2024
Q2 | $6.12K | Buy |
122
+2
| +2% | +$100 | ﹤0.01% | 502 |
|
|
2024
Q1 | $6.06K | Buy |
120
+1
| +0.8% | +$51 | ﹤0.01% | 514 |
|
|
2023
Q4 | $6.02K | Buy |
119
+2
| +2% | +$101 | ﹤0.01% | 519 |
|
|
2023
Q3 | $5.84K | Buy |
117
+1
| +0.9% | +$50 | ﹤0.01% | 527 |
|
|
2023
Q2 | $5.75K | Buy |
116
+31
| +36% | +$1.54K | ﹤0.01% | 519 |
|
|
2023
Q1 | $4.2K | Buy |
85
+1
| +1% | +$49 | ﹤0.01% | 563 |
|
|
2022
Q4 | $4.15K | Buy |
84
+1
| +1% | +$49 | ﹤0.01% | 531 |
|
|
2022
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 586 |
|
|
2022
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $4K | Buy |
83
+1
| +1% | +$48 | ﹤0.01% | 571 |
|
|
2021
Q1 | $4K | Buy |
82
+40
| +95% | +$1.95K | ﹤0.01% | 549 |
|
|
2020
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 524 |
|
|
2020
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 513 |
|
|
2020
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 507 |
|
|
2019
Q4 | $2K | Buy |
42
+1
| +2% | +$48 | ﹤0.01% | 564 |
|
|
2019
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 548 |
|
|
2019
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 485 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$1K | – | 629 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 516 |
|
|
2016
Q4 | – | Sell |
-1,118
| Closed | -$56K | – | 1023 |
|
|
2016
Q3 | $56K | Buy |
+1,118
| New | +$56K | 0.01% | 508 |
|