Foundations Investment Advisors’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
Q4
Sell
-11,169
Closed -$559K 197
2020
Q3
$559K Buy
11,169
+5,423
+94% +$271K 0.12% 98
2020
Q2
$287K Buy
+5,746
New +$287K 0.03% 141