Client 1st Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Client 1st Advisory Group’s Portfolio NEAR Stock Details NEAR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$205K	Sell
2021 Q2	$231K	Sell
2021 Q1	$517K	Sell
2020 Q4	$557K	Sell
2020 Q3	$1.24M	Sell
2020 Q2	$3.8M	Sell
2020 Q1	$5.35M	Buy
2019 Q4	$5.38M	Buy