Aletheian Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
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2025
Q1 | $830K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $553K | Buy |
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