Cornerstone Planning Group’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
2023 Q4	–	Sell	-29	Closed	-$1.45K	–	998
2023 Q3	$1.45K	Hold	29	–	–	﹤0.01%	725
2023 Q2	$1.44K	Buy	+29	New	+$1.44K	﹤0.01%	1262
2022 Q4	$1.44K	Buy	+29	New	+$1.44K	﹤0.01%	1278