Sigma Planning Corp’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 | $3.1M | Sell |
60,582
-5,326
| -8% | -$272K | 0.09% | 223 |
|
|
2025
Q1 | $3.35M | Buy |
65,908
+1,770
| +3% | +$90K | 0.11% | 202 |
|
|
2024
Q4 | $3.24M | Buy |
64,138
+7,433
| +13% | +$375K | 0.1% | 197 |
|
|
2024
Q3 | $2.91M | Buy |
56,705
+11,712
| +26% | +$600K | 0.09% | 219 |
|
|
2024
Q2 | $2.26M | Sell |
44,993
-2,457
| -5% | -$124K | 0.07% | 257 |
|
|
2024
Q1 | $2.39M | Buy |
47,450
+7,935
| +20% | +$400K | 0.08% | 263 |
|
|
2023
Q4 | $2M | Buy |
39,515
+18,283
| +86% | +$924K | 0.16% | 129 |
|
|
2023
Q3 | $1.06M | Buy |
21,232
+1,182
| +6% | +$59K | 0.04% | 438 |
|
|
2023
Q2 | $997K | Sell |
20,050
-14,208
| -41% | -$706K | 0.04% | 454 |
|
|
2023
Q1 | $1.7M | Sell |
34,258
-626
| -2% | -$31.1K | 0.06% | 344 |
|
|
2022
Q4 | $1.72M | Buy |
34,884
+10,541
| +43% | +$519K | 0.06% | 318 |
|
|
2022
Q3 | $1.2M | Buy |
24,343
+3,688
| +18% | +$182K | 0.05% | 392 |
|
|
2022
Q2 | $1.02M | Buy |
20,655
+633
| +3% | +$31.2K | 0.04% | 457 |
|
|
2022
Q1 | $993K | Buy |
20,022
+989
| +5% | +$49.1K | 0.03% | 537 |
|
|
2021
Q4 | $951K | Sell |
19,033
-2,043
| -10% | -$102K | 0.03% | 560 |
|
|
2021
Q3 | $1.06M | Sell |
21,076
-6,347
| -23% | -$318K | 0.03% | 514 |
|
|
2021
Q2 | $1.38M | Sell |
27,423
-5,462
| -17% | -$274K | 0.04% | 439 |
|
|
2021
Q1 | $1.65M | Sell |
32,885
-25,246
| -43% | -$1.27M | 0.05% | 365 |
|
|
2020
Q4 | $2.92M | Sell |
58,131
-13,113
| -18% | -$658K | 0.1% | 208 |
|
|
2020
Q3 | $3.57M | Buy |
71,244
+13,206
| +23% | +$662K | 0.14% | 160 |
|
|
2020
Q2 | $2.9M | Sell |
58,038
-366
| -0.6% | -$18.3K | 0.13% | 171 |
|
|
2020
Q1 | $2.83M | Sell |
58,404
-11,924
| -17% | -$578K | 0.17% | 135 |
|
|
2019
Q4 | $3.53M | Sell |
70,328
-2,911
| -4% | -$146K | 0.15% | 149 |
|
|
2019
Q3 | $3.69M | Buy |
73,239
+2,138
| +3% | +$108K | 0.18% | 136 |
|
|
2019
Q2 | $3.58M | Buy |
71,101
+1,961
| +3% | +$98.7K | 0.18% | 136 |
|
|
2019
Q1 | $3.47M | Buy |
69,140
+1,170
| +2% | +$58.8K | 0.2% | 129 |
|
|
2018
Q4 | $3.39M | Buy |
67,970
+20,777
| +44% | +$1.04M | 0.25% | 92 |
|
|
2018
Q3 | $2.37M | Buy |
47,193
+23,311
| +98% | +$1.17M | 0.14% | 162 |
|
|
2018
Q2 | $1.2M | Buy |
23,882
+10,539
| +79% | +$529K | 0.08% | 247 |
|
|
2018
Q1 | $669K | Sell |
13,343
-2,617
| -16% | -$131K | 0.05% | 354 |
|
|
2017
Q4 | $800K | Buy |
15,960
+289
| +2% | +$14.5K | 0.06% | 309 |
|
|
2017
Q3 | $788K | Sell |
15,671
-282
| -2% | -$14.2K | 0.07% | 306 |
|
|
2017
Q2 | $802K | Buy |
15,953
+11,157
| +233% | +$561K | 0.08% | 286 |
|
|
2017
Q1 | $241K | Sell |
4,796
-679
| -12% | -$34.1K | 0.02% | 634 |
|
|
2016
Q4 | $275K | Buy |
+5,475
| New | +$275K | 0.03% | 547 |
|