Trinity Wealth Management’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
2020 Q2	$6.01M	Buy	120,067 +14,197	+13%	+$710K	8.37%	6
2020 Q1	$5.13M	Buy	105,870 +19,825	+23%	+$961K	6.72%	7
2019 Q4	$4.32M	Buy	+86,045	New	+$4.32M	4.34%	10