LGWM
Litman Gregory Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,614
| Closed | -$591K | – | 142 |
|
|
2025
Q1 | $591K | Buy |
+11,614
| New | +$591K | 0.05% | 81 |
|
|
2024
Q1 | – | Sell |
-8,295
| Closed | -$419K | – | 133 |
|
|
2023
Q4 | $419K | Sell |
8,295
-4,300
| -34% | -$217K | 0.04% | 90 |
|
|
2023
Q3 | $628K | Buy |
+12,595
| New | +$628K | 0.06% | 79 |
|