Stamos Capital Partners’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
Q4
Sell
-58,610
Closed -$2.95M 59
2019
Q3
$2.95M Sell
58,610
-14,224
-20% -$716K 2.62% 12
2019
Q2
$3.66M Buy
+72,834
New +$3.66M 3.66% 7