HB Wealth Management’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 Q4	–	Sell	-6,996	Closed	-$345K	–	696
2022 Q3	$345K	Sell	6,996 -11,086	-61%	-$547K	0.01%	410
2022 Q2	$891K	Buy	18,082 +11,753	+186%	+$579K	0.02%	262
2022 Q1	$314K	Buy	6,329 +2	+0%	+$99	0.01%	440
2021 Q4	$316K	Buy	+6,327	New	+$316K	0.01%	375