Archvest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $337K | Sell |
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2024
Q1 | $575K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $872K | Sell |
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|
2021
Q4 | $896K | Buy |
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