Kesler Norman & Wride’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
Q3
Sell
-6,445
Closed -$323K 154
2021
Q2
$323K Sell
6,445
-1,653
-20% -$82.8K 0.07% 137
2021
Q1
$406K Hold
8,098
0.1% 133
2020
Q4
$406K Buy
+8,098
New +$406K 0.11% 128