AWS
Aspen Wealth Strategies’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 | $633K | Buy |
5,952
+1,074
| +22% | +$114K | 0.38% | 42 |
|
|
2025
Q1 | $515K | Hold |
4,878
| – | – | 0.34% | 48 |
|
|
2024
Q4 | $514K | Buy |
4,878
+1
| +0% | +$105 | 0.33% | 48 |
|
|
2024
Q3 | $518K | Sell |
4,877
-52
| -1% | -$5.52K | 0.33% | 44 |
|
|
2024
Q2 | $518K | Buy |
4,929
+18
| +0.4% | +$1.89K | 0.36% | 45 |
|
|
2024
Q1 | $514K | Buy |
4,911
+81
| +2% | +$8.48K | 0.36% | 44 |
|
|
2023
Q4 | $509K | Buy |
4,830
+76
| +2% | +$8.01K | 0.37% | 42 |
|
|
2023
Q3 | $489K | Buy |
4,754
+238
| +5% | +$24.5K | 0.38% | 35 |
|
|
2023
Q2 | $470K | Hold |
4,516
| – | – | 0.36% | 39 |
|
|
2023
Q1 | $473K | Buy |
+4,516
| New | +$473K | 0.37% | 40 |
|