NWAG
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Net Worth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.4M Sell
126,067
-1,512
-1% -$125K 2.32% 7
2025
Q1
$10.6M Sell
127,579
-363
-0.3% -$30K 3.32% 3
2024
Q4
$10.5M Sell
127,942
-588
-0.5% -$48.2K 3.18% 3
2024
Q3
$10.7M Buy
+128,530
New +$10.7M 3.17% 3