Mount Yale 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
2020
Q4
Sell
-7,215
Closed -$362K 414
2020
Q3
$362K Buy
+7,215
New +$362K 0.05% 263
2020
Q2
Sell
-5,771
Closed -$280K 353
2020
Q1
$280K Buy
+5,771
New +$280K 0.06% 238