Avitas Wealth Management’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
Q4 | $372K | Buy |
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2024
Q3 | $300K | Sell |
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2024
Q2 | $303K | Buy |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $919K | Buy |
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|
2021
Q3 | $899K | Buy |
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|
2021
Q2 | $865K | Sell |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $251K | Buy |
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