Heritage Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$8.09M Sell
2019
Q3
$8.68M Sell
2019
Q2
$9.36M Sell
2019
Q1
$9.5M Sell
2018
Q4
$9.67M Buy
2018
Q3
$9.34M Buy
2018
Q2
$7.68M Buy
2018
Q1
$7.24M Buy