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Pinnacle Private Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3.45M Buy
69,935
+7,837
+13% +$386K 1.35% 10
2022
Q1
$3.08M Buy
62,098
+3,440
+6% +$171K 0.96% 16
2021
Q4
$2.93M Buy
+58,658
New +$2.93M 0.92% 19