SWP
Summit Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
8,600
-164
| -2% | -$8.38K | 0.08% | 140 |
|
|
2025
Q1 | $446K | Sell |
8,764
-522
| -6% | -$26.6K | 0.09% | 134 |
|
|
2024
Q4 | $469K | Buy |
9,286
+51
| +0.6% | +$2.58K | 0.1% | 125 |
|
|
2024
Q3 | $473K | Sell |
9,235
-1,302
| -12% | -$66.7K | 0.09% | 140 |
|
|
2024
Q2 | $530K | Buy |
10,537
+23
| +0.2% | +$1.16K | 0.11% | 130 |
|
|
2024
Q1 | $531K | Sell |
10,514
-1,978
| -16% | -$99.8K | 0.11% | 127 |
|
|
2023
Q4 | $631K | Sell |
12,492
-704
| -5% | -$35.6K | 0.15% | 101 |
|
|
2023
Q3 | $658K | Sell |
13,196
-71
| -0.5% | -$3.54K | 0.17% | 85 |
|
|
2023
Q2 | $660K | Buy |
13,267
+1,000
| +8% | +$49.7K | 0.17% | 88 |
|
|
2023
Q1 | $608K | Sell |
12,267
-1,109
| -8% | -$55K | 0.16% | 92 |
|
|
2022
Q4 | $659K | Sell |
13,376
-11,166
| -45% | -$550K | 0.17% | 85 |
|
|
2022
Q3 | $1.21M | Sell |
24,542
-3,544
| -13% | -$175K | 0.34% | 51 |
|
|
2022
Q2 | $1.38M | Sell |
28,086
-2,288
| -8% | -$113K | 0.37% | 44 |
|
|
2022
Q1 | $1.51M | Buy |
30,374
+624
| +2% | +$30.9K | 0.34% | 44 |
|
|
2021
Q4 | $1.49M | Sell |
29,750
-3,802
| -11% | -$190K | 0.32% | 46 |
|
|
2021
Q3 | $1.68M | Sell |
33,552
-484
| -1% | -$24.3K | 0.4% | 41 |
|
|
2021
Q2 | $1.71M | Sell |
34,036
-35
| -0.1% | -$1.76K | 0.41% | 39 |
|
|
2021
Q1 | $1.71M | Sell |
34,071
-65
| -0.2% | -$3.26K | 0.44% | 34 |
|
|
2020
Q4 | $1.71M | Sell |
34,136
-1,664
| -5% | -$83.5K | 0.47% | 33 |
|
|
2020
Q3 | $1.79M | Sell |
35,800
-3,680
| -9% | -$184K | 0.54% | 36 |
|
|
2020
Q2 | $1.97M | Sell |
39,480
-3,159
| -7% | -$158K | 0.64% | 35 |
|
|
2020
Q1 | $2.07M | Sell |
42,639
-19,610
| -32% | -$951K | 0.84% | 29 |
|
|
2019
Q4 | $3.13M | Buy |
+62,249
| New | +$3.13M | 1.08% | 26 |
|