Institute for 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
2020 Q1	–	Sell	-14,979	Closed	-$753K	–	570
2019 Q4	$753K	Hold	14,979	–	–	0.17%	175
2019 Q3	$754K	Hold	14,979	–	–	0.19%	155
2019 Q2	$754K	Buy	14,979 +4,973	+50%	+$250K	0.17%	183
2019 Q1	$503K	Buy	+10,006	New	+$503K	0.11%	240