Mascoma 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
2019
Q1
Sell
-1,994
Closed -$99K 408
2018
Q4
$99K Hold
1,994
0.08% 103
2018
Q3
$100K Buy
+1,994
New +$100K 0.07% 124
2017
Q4
Sell
-86,995
Closed -$4.38M 399
2017
Q3
$4.38M Buy
+86,995
New +$4.38M 2.92% 11