Axxcess Wealth Management’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 | $492K | Buy |
4,631
+396
| +9% | +$42.1K | 0.01% | 596 |
|
|
2025
Q1 | $447K | Buy |
4,235
+384
| +10% | +$40.6K | 0.01% | 584 |
|
|
2024
Q4 | $406K | Buy |
3,851
+246
| +7% | +$25.9K | 0.01% | 596 |
|
|
2024
Q3 | $383K | Buy |
3,605
+466
| +15% | +$49.5K | 0.01% | 619 |
|
|
2024
Q2 | $328K | Buy |
+3,139
| New | +$328K | 0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-3,869
| Closed | -$403K | – | 839 |
|
|
2023
Q2 | $403K | Sell |
3,869
-11,004
| -74% | -$1.14M | 0.03% | 393 |
|
|
2023
Q1 | $1.56M | Buy |
14,873
+2,999
| +25% | +$314K | 0.12% | 167 |
|
|
2022
Q4 | $1.24M | Buy |
11,874
+3,638
| +44% | +$379K | 0.1% | 191 |
|
|
2022
Q3 | $846K | Buy |
8,236
+3,608
| +78% | +$371K | 0.08% | 210 |
|
|
2022
Q2 | $484K | Buy |
+4,628
| New | +$484K | 0.04% | 308 |
|