Capital Advisory Group Advisory Services’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
2025
Q3
$640K Hold
2025
Q2
$637K Hold
2025
Q1
$635K Hold
2024
Q4
$630K Hold
2024
Q3
$639K Sell
2024
Q2
$648K Buy
2024
Q1
$383K Buy
2023
Q4
$369K Buy
2023
Q3
$359K Buy
2023
Q2
Sell
2023
Q1
$283K Buy