Sharkey, Howes & Javer’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-27,599	Closed	-$1.38M	–	78
2020 Q3	$1.38M	Buy	27,599 +580	+2%	+$29K	0.53%	29
2020 Q2	$1.35M	Sell	27,019 -17,991	-40%	-$889K	0.6%	29
2020 Q1	$2.18M	Buy	45,010 +7,904	+21%	+$394K	1.14%	21
2019 Q4	$1.86M	Sell	37,106 -52,656	-59%	-$2.65M	0.79%	26
2019 Q3	$4.52M	Sell	89,762 -13,775	-13%	-$693K	1.95%	18
2019 Q2	$5.21M	Sell	103,537 -28,327	-21%	-$1.42M	2.36%	14
2019 Q1	$6.63M	Buy	131,864 +105,344	+397%	+$5.27M	3.09%	9
2018 Q4	$1.32M	Buy	26,520 +1,660	+7%	+$83K	0.86%	16
2018 Q3	$1.25M	Buy	24,860 +13,653	+122%	+$685K	0.65%	18
2018 Q2	$562K	Buy	11,207 +11,191	+69,944%	+$561K	0.31%	25
2018 Q1	$1K	Buy	+16	New	+$803	﹤0.01%	206