Certified Advisory Corp’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
Q2
Sell
-22,624
Closed -$1.1M 799
2020
Q1
$1.1M Buy
22,624
+7,307
+48% +$354K 0.43% 57
2019
Q4
$770K Buy
15,317
+374
+3% +$18.8K 0.25% 95
2019
Q3
$752K Buy
14,943
+2,913
+24% +$147K 0.26% 89
2019
Q2
$605K Buy
+12,030
New +$605K 0.22% 95