AWA
Alta 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 | $315K | Hold |
2,966
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $313K | Hold |
2,966
| – | – | 0.14% | 110 |
|
|
2024
Q4 | $313K | Hold |
2,966
| – | – | 0.14% | 114 |
|
|
2024
Q3 | $315K | Hold |
2,966
| – | – | 0.14% | 107 |
|
|
2024
Q2 | $310K | Buy |
2,966
+96
| +3% | +$10K | 0.15% | 106 |
|
|
2024
Q1 | $301K | Buy |
2,870
+98
| +4% | +$10.3K | 0.15% | 106 |
|
|
2023
Q4 | $292K | Hold |
2,772
| – | – | 0.16% | 108 |
|
|
2023
Q3 | $285K | Hold |
2,772
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $288K | Sell |
2,772
-385
| -12% | -$40.1K | 0.17% | 119 |
|
|
2023
Q1 | $330K | Hold |
3,157
| – | – | 0.21% | 114 |
|
|
2022
Q4 | $329K | Buy |
+3,157
| New | +$329K | 0.22% | 115 |
|