Richard W. Paul & Associates’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 Q3	–	Sell	-993	Closed	-$49.4K	–	545
2023 Q2	$49.4K	Sell	993 -3,019	-75%	-$150K	0.02%	219
2023 Q1	$199K	Buy	4,012 +6	+0.1%	+$298	0.09%	167
2022 Q4	$197K	Buy	+4,006	New	+$197K	0.1%	168