Sage Financial 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
2019
Q3
Sell
-11,562
Closed -$582K 74
2019
Q2
$582K Sell
11,562
-3,450
-23% -$174K 0.09% 45
2019
Q1
$754K Sell
15,012
-74,859
-83% -$3.76M 0.12% 44
2018
Q4
$4.48M Buy
+89,871
New +$4.48M 0.75% 23