NWAG
Net Worth Advisory Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
38,417
-5,957
| -13% | -$658K | 0.94% | 17 |
|
|
2025
Q1 | $4.9M | Sell |
44,374
-10,790
| -20% | -$1.19M | 1.54% | 13 |
|
|
2024
Q4 | $6.07M | Buy |
55,164
+15,353
| +39% | +$1.69M | 1.84% | 11 |
|
|
2024
Q3 | $4.4M | Buy |
+39,811
| New | +$4.4M | 1.31% | 14 |
|