Archvest Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,229
| Closed | -$337K | – | 77 |
|
|
2024
Q2 | $337K | Sell |
3,229
-2,270
| -41% | -$237K | 0.22% | 48 |
|
|
2024
Q1 | $575K | Sell |
5,499
-4,717
| -46% | -$493K | 0.41% | 37 |
|
|
2023
Q4 | $1.08M | Sell |
10,216
-63
| -0.6% | -$6.64K | 0.81% | 17 |
|
|
2023
Q3 | $1.06M | Hold |
10,279
| – | – | 0.86% | 20 |
|
|
2023
Q2 | $1.07M | Sell |
10,279
-223
| -2% | -$23.2K | 0.88% | 19 |
|
|
2023
Q1 | $1.1M | Buy |
10,502
+571
| +6% | +$59.8K | 0.97% | 19 |
|
|
2022
Q4 | $1.04M | Sell |
9,931
-266
| -3% | -$27.7K | 1.02% | 19 |
|
|
2022
Q3 | $1.05M | Buy |
10,197
+1,910
| +23% | +$196K | 1.07% | 18 |
|
|
2022
Q2 | $867K | Sell |
8,287
-47
| -0.6% | -$4.92K | 0.86% | 19 |
|
|
2022
Q1 | $872K | Sell |
8,334
-8
| -0.1% | -$837 | 0.79% | 19 |
|
|
2021
Q4 | $896K | Buy |
+8,342
| New | +$896K | 0.78% | 19 |
|