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Braun-Bostich & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,126
Closed -$107K 322
2019
Q4
$107K Buy
+2,126
New +$107K 0.11% 109
2019
Q3
Sell
-1,969
Closed -$99K 223
2019
Q2
$99K Sell
1,969
-4,064
-67% -$204K 0.1% 139
2019
Q1
$303K Sell
6,033
-57,204
-90% -$2.87M 0.32% 79
2018
Q4
$3.15M Sell
63,237
-2,314
-4% -$115K 3.34% 3
2018
Q3
$3.29M Buy
65,551
+55,026
+523% +$2.76M 3.17% 3
2018
Q2
$528K Buy
10,525
+8,151
+343% +$409K 0.53% 70
2018
Q1
$119K Buy
2,374
+1,556
+190% +$78K 0.1% 121
2017
Q4
$41K Buy
+818
New +$41K 0.03% 192