Goodwin Investment 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
2022
Q2
Sell
-57
Closed -$3K 206
2022
Q1
$3K Hold
57
﹤0.01% 183
2021
Q4
$3K Sell
57
-529
-90% -$27.8K ﹤0.01% 158
2021
Q3
$29K Sell
586
-56
-9% -$2.77K 0.03% 93
2021
Q2
$32K Hold
642
0.03% 87
2021
Q1
$32K Hold
642
0.04% 98
2020
Q4
$32K Buy
+642
New +$32K 0.04% 52