Liberty Wealth Management’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
2021 Q4	–	Sell	-2,152	Closed	-$108K	–	763
2021 Q3	$108K	Buy	2,152 +4	+0.2%	+$201	0.04%	277
2021 Q2	$108K	Sell	2,148 -231	-10%	-$11.6K	0.04%	208
2021 Q1	$119K	Hold	2,379	–	–	0.06%	161
2020 Q4	$119K	Sell	2,379 -21,398	-90%	-$1.07M	0.06%	159
2020 Q3	$1.19M	Buy	23,777 +3,218	+16%	+$161K	0.7%	25
2020 Q2	$1.03M	Sell	20,559 -12,082	-37%	-$597K	0.72%	25
2020 Q1	$1.6M	Buy	32,641 +7,646	+31%	+$381K	1.4%	15
2019 Q4	$1.26M	Sell	24,995 -4,692	-16%	-$236K	0.99%	19
2019 Q3	$1.49M	Buy	29,687 +3,607	+14%	+$181K	1.41%	13
2019 Q2	$1.31M	Sell	26,080 -3,410	-12%	-$171K	1.15%	12
2019 Q1	$1.48M	Buy	29,490 +1,272	+5%	+$63.7K	1.12%	12
2018 Q4	$1.41M	Buy	+28,218	New	+$1.41M	1.05%	14