Sigma Planning Corp’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 | $3.1M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $2.91M | Buy |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $997K | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $993K | Buy |
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|
2021
Q4 | $951K | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $2.92M | Sell |
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|
2020
Q3 | $3.57M | Buy |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $3.58M | Buy |
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|
2019
Q1 | $3.47M | Buy |
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|
2018
Q4 | $3.39M | Buy |
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|
2018
Q3 | $2.37M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $669K | Sell |
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|
2017
Q4 | $800K | Buy |
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|
2017
Q3 | $788K | Sell |
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|
2017
Q2 | $802K | Buy |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $275K | Buy |
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