AWA
Aaron Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Sell |
88,566
-10,065
| -10% | -$1.07M | 0.96% | 19 |
|
|
2025
Q1 | $10.4M | Sell |
98,631
-13,543
| -12% | -$1.43M | 1.19% | 15 |
|
|
2024
Q4 | $11.8M | Buy |
112,174
+101,654
| +966% | +$10.7M | 1.37% | 15 |
|
|
2024
Q3 | $1.12M | Hold |
10,520
| – | – | 0.13% | 104 |
|
|
2024
Q2 | $1.1M | Buy |
+10,520
| New | +$1.1M | 0.15% | 91 |
|
|
2021
Q1 | – | Sell |
-22,887
| Closed | -$2.47M | – | 166 |
|
|
2020
Q4 | $2.47M | Buy |
+22,887
| New | +$2.47M | 0.91% | 30 |
|