Semmax 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 | $8.83M | Buy |
173,094
+5,348
| +3% | +$273K | 2.27% | 6 |
|
|
2025
Q1 | $8.52M | Buy |
167,746
+12,272
| +8% | +$623K | 2.3% | 5 |
|
|
2024
Q4 | $7.86M | Buy |
155,474
+8,271
| +6% | +$418K | 2.1% | 7 |
|
|
2024
Q3 | $7.44M | Sell |
147,203
-6,275
| -4% | -$317K | 2.05% | 6 |
|
|
2024
Q2 | $7.81M | Buy |
153,478
+14,371
| +10% | +$731K | 2.35% | 4 |
|
|
2024
Q1 | $6.98M | Buy |
139,107
+135,918
| +4,262% | +$6.82M | 2.3% | 5 |
|
|
2023
Q4 | $160K | Buy |
3,189
+2,354
| +282% | +$118K | 0.06% | 113 |
|
|
2023
Q3 | $41.6K | Buy |
+835
| New | +$41.6K | 0.02% | 130 |
|
|
2022
Q4 | $41K | Hold |
835
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $41K | Hold |
835
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $41K | Hold |
835
| – | – | 0.02% | 122 |
|
|
2022
Q1 | $41K | Hold |
835
| – | – | 0.02% | 135 |
|
|
2021
Q4 | $42K | Hold |
835
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $42K | Hold |
835
| – | – | 0.01% | 133 |
|
|
2021
Q2 | $42K | Hold |
835
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $42K | Sell |
835
-88
| -10% | -$4.43K | 0.02% | 131 |
|
|
2020
Q4 | $46K | Hold |
923
| – | – | 0.02% | 125 |
|
|
2020
Q3 | $46K | Hold |
923
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $46K | Hold |
923
| – | – | 0.02% | 115 |
|
|
2020
Q1 | $45K | Sell |
923
-105
| -10% | -$5.12K | 0.03% | 112 |
|
|
2019
Q4 | $52K | Sell |
1,028
-222
| -18% | -$11.2K | 0.03% | 112 |
|
|
2019
Q3 | $63K | Hold |
1,250
| – | – | 0.04% | 109 |
|
|
2019
Q2 | $63K | Sell |
1,250
-4,603
| -79% | -$232K | 0.04% | 112 |
|
|
2019
Q1 | $294K | Buy |
5,853
+5,592
| +2,143% | +$281K | 0.2% | 107 |
|
|
2018
Q4 | $13K | Buy |
+261
| New | +$13K | 0.01% | 299 |
|