WFAG
Wescott Financial Advisory Group’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 | $2.61M | Buy |
51,072
+2,588
| +5% | +$132K | 0.25% | 52 |
|
|
2025
Q1 | $2.47M | Buy |
48,484
+3,592
| +8% | +$183K | 0.26% | 52 |
|
|
2024
Q4 | $2.27M | Buy |
44,892
+6,253
| +16% | +$316K | 0.23% | 54 |
|
|
2024
Q3 | $1.98M | Buy |
38,639
+4,607
| +14% | +$236K | 0.21% | 56 |
|
|
2024
Q2 | $1.71M | Buy |
34,032
+3,572
| +12% | +$180K | 0.2% | 61 |
|
|
2024
Q1 | $1.54M | Buy |
30,460
+22,030
| +261% | +$1.11M | 0.19% | 61 |
|
|
2023
Q4 | $426K | Buy |
+8,430
| New | +$426K | 0.06% | 112 |
|
|
2023
Q1 | – | Sell |
-20,081
| Closed | -$989K | – | 163 |
|
|
2022
Q4 | $989K | Buy |
+20,081
| New | +$989K | 0.21% | 64 |
|