VBFG
Vishria Bird Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,058
| Closed | -$354K | – | 56 |
|
|
2020
Q4 | $354K | Sell |
7,058
-4,730
| -40% | -$237K | 0.2% | 37 |
|
|
2020
Q3 | $591K | Sell |
11,788
-400
| -3% | -$20.1K | 0.37% | 28 |
|
|
2020
Q2 | $610K | Buy |
12,188
+523
| +4% | +$26.2K | 0.48% | 21 |
|
|
2020
Q1 | $566K | Sell |
11,665
-41,956
| -78% | -$2.04M | 0.59% | 24 |
|
|
2019
Q4 | $2.69M | Sell |
53,621
-8,015
| -13% | -$403K | 2.61% | 16 |
|
|
2019
Q3 | $3.1M | Buy |
61,636
+8,626
| +16% | +$434K | 3.55% | 13 |
|
|
2019
Q2 | $2.67M | Sell |
53,010
-7,823
| -13% | -$394K | 2.66% | 15 |
|
|
2019
Q1 | $3.06M | Buy |
+60,833
| New | +$3.06M | 3.09% | 16 |
|