Sigma Investment Counselors’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
Q2
Sell
-5,000
Closed -$251K 162
2019
Q1
$251K Sell
5,000
-5,000
-50% -$251K 0.03% 132
2018
Q4
$499K Sell
10,000
-15,000
-60% -$749K 0.07% 95
2018
Q3
$1.26M Buy
+25,000
New +$1.26M 0.16% 70