AWAG
ARS Wealth Advisors Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,965
| Closed | -$200K | – | 166 |
|
|
2024
Q4 | $200K | Sell |
3,965
-323
| -8% | -$16.3K | 0.03% | 154 |
|
|
2024
Q3 | $220K | Sell |
4,288
-72
| -2% | -$3.69K | 0.03% | 161 |
|
|
2024
Q2 | $219K | Buy |
4,360
+22
| +0.5% | +$1.11K | 0.03% | 152 |
|
|
2024
Q1 | $219K | Buy |
+4,338
| New | +$219K | 0.03% | 158 |
|