SWM
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SigFig Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,052
Closed -$554K 75
2020
Q3
$554K Buy
11,052
+4,323
+64% +$217K 0.05% 58
2020
Q2
$337K Buy
6,729
+1,792
+36% +$89.7K 0.04% 60
2020
Q1
$239K Buy
+4,937
New +$239K 0.03% 52