Capital Advisors 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
2022 Q3	–	Sell	-11,982	Closed	-$590K	–	120
2022 Q2	$590K	Sell	11,982 -13,524	-53%	-$666K	0.19%	61
2022 Q1	$1.26M	Buy	25,506 +9,086	+55%	+$450K	0.39%	44
2021 Q4	$820K	Buy	16,420 +5,024	+44%	+$251K	0.25%	55
2021 Q3	$571K	Buy	+11,396	New	+$571K	0.2%	59