Retirement Capital Strategies’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
Q1
Sell
-4,216
Closed -$208K 49
2022
Q4
$208K Sell
4,216
-436,480
-99% -$21.5M 0.1% 38
2022
Q3
$21.7M Buy
+440,696
New +$21.7M 9.93% 3