ACG Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$296K Hold
2022
Q2
$296K Hold
2022
Q1
$297K Sell
2021
Q4
$400K Hold
2021
Q3
$401K Hold
2021
Q2
$401K Hold
2021
Q1
$402K Hold
2020
Q4
$401K Sell
2020
Q3
$404K Hold
2020
Q2
$403K Hold
2020
Q1
$391K Hold
2019
Q4
$405K Hold
2019
Q3
$406K Hold
2019
Q2
$406K Hold
2019
Q1
$405K Hold
2018
Q4
$402K Buy