Ownership history in D.A. DAVIDSON & CO. · 10 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in ISHARES U S TRUST SHORT MATURITY BOND ETF (NEAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,135 | -500 | -10.8% | 0.00% | $212K | $50.14 |
| 2025 Q2 | REDUCED | 4,635 | -495 | -9.6% | 0.00% | $237K | $49.43 |
| 2025 Q1 | REDUCED | 5,130 | -680 | -11.7% | 0.00% | $261K | $48.64 |
| 2024 Q4 | REDUCED | 5,810 | -4,950 | -46.0% | 0.00% | $293K | $47.93 |
| 2024 Q3 | ADDED | 10,760 | +280 | +2.7% | 0.00% | $551K | $47.81 |
| 2024 Q2 | REDUCED | 10,480 | -4,190 | -28.6% | 0.00% | $527K | $46.36 |
| 2024 Q1 | ADDED | 14,670 | +600 | +4.3% | 0.01% | $740K | $45.92 |
| 2023 Q4 | ADDED | 14,070 | +11,766 | +510.7% | 0.01% | $711K | $45.61 |
| 2015 Q1 | ADDED | 2,304 | +390 | +20.4% | 0.00% | $115K | $38.28 |
| 2014 Q4 | INITIATED | 1,914 | — | — | 0.00% | $95K | $38.12 |
As of 2025 Q4 — sorted by position size