Fountainhead AM’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
2021
Q3
Sell
-8,371
Closed -$420K 70
2021
Q2
$420K Hold
8,371
0.22% 35
2021
Q1
$420K Sell
8,371
-3,792
-31% -$190K 0.22% 35
2020
Q4
$610K Buy
+12,163
New +$610K 0.38% 27