Steward Partners Investment Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Buy	29,240 +182	+0.6%	+$9.3K	0.01%	821
2025 Q1	$1.48M	Sell	29,058 -3,960	-12%	-$201K	0.01%	771
2024 Q4	$1.67M	Sell	33,018 -1,132	-3%	-$57.2K	0.01%	696
2024 Q3	$1.75M	Sell	34,150 -642	-2%	-$32.9K	0.02%	671
2024 Q2	$1.75M	Sell	34,792 -1,322	-4%	-$66.5K	0.02%	630
2024 Q1	$1.82M	Sell	36,114 -1,145	-3%	-$57.8K	0.02%	608
2023 Q4	$1.88M	Buy	37,259 +2,806	+8%	+$142K	0.03%	522
2023 Q3	$1.72M	Buy	34,453 +1,036	+3%	+$51.7K	0.03%	511
2023 Q2	$1.66M	Sell	33,417 -3,666	-10%	-$182K	0.02%	535
2023 Q1	$1.84M	Sell	37,083 -11,900	-24%	-$590K	0.03%	483
2022 Q4	$2.41M	Sell	48,983 -71,149	-59%	-$3.51M	0.04%	403
2022 Q3	$5.92M	Sell	120,132 -17,307	-13%	-$853K	0.11%	199
2022 Q2	$6.77M	Buy	137,439 +4,760	+4%	+$234K	0.12%	187
2022 Q1	$6.58M	Buy	132,679 +74,725	+129%	+$3.7M	0.1%	213
2021 Q4	$2.9M	Sell	57,954 -4,026	-6%	-$201K	0.04%	385
2021 Q3	$3.11M	Sell	61,980 -81,770	-57%	-$4.1M	0.05%	341
2021 Q2	$7.21M	Buy	143,750 +108,724	+310%	+$5.45M	0.12%	179
2021 Q1	$1.76M	Buy	35,026 +9,494	+37%	+$477K	0.03%	469
2020 Q4	$1.28M	Sell	25,532 -16,994	-40%	-$853K	0.03%	484
2020 Q3	$2.13M	Sell	42,526 -2,414	-5%	-$121K	0.05%	307
2020 Q2	$2.25M	Sell	44,940 -8,571	-16%	-$429K	0.06%	284
2020 Q1	$2.59M	Sell	53,511 -11,253	-17%	-$546K	0.1%	226
2019 Q4	$3.25M	Sell	64,764 -17,144	-21%	-$861K	0.1%	219
2019 Q3	$4.12M	Buy	81,908 +18,900	+30%	+$951K	0.14%	161
2019 Q2	$3.17M	Buy	63,008 +25,104	+66%	+$1.26M	0.12%	188
2019 Q1	$1.9M	Buy	37,904 +356	+0.9%	+$17.9K	0.08%	241
2018 Q4	$1.87M	Buy	37,548 +8,120	+28%	+$405K	0.09%	232
2018 Q3	$1.48M	Buy	29,428 +7,182	+32%	+$360K	0.07%	270
2018 Q2	$1.12M	Buy	22,246 +21,846	+5,462%	+$1.1M	0.07%	276
2018 Q1	$20K	Hold	400	–	–	﹤0.01%	1333
2017 Q4	$20K	Buy	+400	New	+$20K	﹤0.01%	1113