TRUE Private Wealth Advisors’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 Q4	–	Sell	-9,412	Closed	-$471K	–	753
2020 Q3	$471K	Sell	9,412 -3,091	-25%	-$155K	0.08%	129
2020 Q2	$625K	Sell	12,503 -14,235	-53%	-$712K	0.11%	101
2020 Q1	$1.3M	Buy	+26,738	New	+$1.3M	0.28%	59