IWM
IHT Wealth Management’s Neuberger Berman Option Strategy ETF NBOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,952
| Closed | -$408K | – | 1210 |
|
|
2025
Q1 | $408K | Buy |
15,952
+597
| +4% | +$15.3K | 0.01% | 738 |
|
|
2024
Q4 | $405K | Buy |
15,355
+1,480
| +11% | +$39K | 0.01% | 747 |
|
|
2024
Q3 | $366K | Buy |
13,875
+43
| +0.3% | +$1.13K | 0.01% | 831 |
|
|
2024
Q2 | $364K | Sell |
13,832
-6,833
| -33% | -$180K | 0.01% | 735 |
|
|
2024
Q1 | $538K | Buy |
+20,665
| New | +$538K | 0.02% | 604 |
|