Leonard Rickey Investment Advisors’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	–	Sell	-12,087	Closed	-$606K	–	68
2020 Q4	$606K	Hold	12,087	–	–	0.28%	35
2020 Q3	$606K	Buy	12,087 +27	+0.2%	+$1.35K	0.38%	31
2020 Q2	$603K	Buy	12,060 +60	+0.5%	+$3K	0.39%	30
2020 Q1	$582K	Buy	+12,000	New	+$582K	0.45%	28