Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.47M | Buy |
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|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $328K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $484K | Buy |
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