Altium Wealth Management’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
2020 Q1	–	Sell	-13,855	Closed	-$696K	–	345
2019 Q4	$696K	Buy	13,855 +266	+2%	+$13.4K	0.08%	133
2019 Q3	$684K	Buy	13,589 +35	+0.3%	+$1.76K	0.09%	131
2019 Q2	$682K	Buy	13,554 +4,417	+48%	+$222K	0.1%	133
2019 Q1	$459K	Buy	+9,137	New	+$459K	0.07%	169