Regatta Capital Group’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
2023 Q4	–	Sell	-6,820	Closed	-$340K	–	175
2023 Q3	$340K	Sell	6,820 -202	-3%	-$10.1K	0.11%	128
2023 Q2	$349K	Buy	7,022 +600	+9%	+$29.8K	0.11%	127
2023 Q1	$316K	Hold	6,422	–	–	0.11%	141
2022 Q4	$316K	Buy	+6,422	New	+$316K	0.11%	141