Sowell Financial Services’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
Q3 | $417K | Buy |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $409K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $4.38M | Sell |
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|
2019
Q4 | $5.42M | Sell |
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|
2019
Q3 | $7.95M | Buy |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $1.99M | Buy |
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|
2018
Q2 | $1.62M | Buy |
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|
2018
Q1 | $839K | Buy |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | $651K | Buy |
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|
2017
Q2 | $605K | Buy |
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