Integer Wealth Advisors Group’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
2021
Q1
$378K Hold
7,527
0.21% 61
2020
Q4
$378K Buy
7,527
+2,500
+50% +$126K 0.25% 55
2020
Q3
$252K Buy
+5,027
New +$252K 0.23% 59