GoalVest Advisory’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
2024 Q2	–	Sell	-218	Closed	-$11K	–	385
2024 Q1	$11K	Hold	218	–	–	﹤0.01%	305
2023 Q4	$11K	Sell	218 -570	-72%	-$28.8K	﹤0.01%	246
2023 Q3	$39.3K	Buy	788 +325	+70%	+$16.2K	0.02%	159
2023 Q2	$23K	Buy	+463	New	+$23K	0.01%	188