BHWA
Beacon Harbor Wealth Advisors’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 | $1.37M | Sell |
12,911
-250
| -2% | -$26.6K | 0.34% | 50 |
|
|
2025
Q1 | $1.39M | Hold |
13,161
| – | – | 0.32% | 51 |
|
|
2024
Q4 | $1.39M | Hold |
13,161
| – | – | 0.32% | 53 |
|
|
2024
Q3 | $1.4M | Sell |
13,161
-2,500
| -16% | -$266K | 0.33% | 50 |
|
|
2024
Q2 | $1.64M | Hold |
15,661
| – | – | 0.43% | 50 |
|
|
2024
Q1 | $1.64M | Hold |
15,661
| – | – | 0.43% | 49 |
|
|
2023
Q4 | $1.65M | Hold |
15,661
| – | – | 0.48% | 53 |
|
|
2023
Q3 | $1.61M | Hold |
15,661
| – | – | 0.54% | 47 |
|
|
2023
Q2 | $1.63M | Sell |
15,661
-600
| -4% | -$62.4K | 0.53% | 46 |
|
|
2023
Q1 | $1.7M | Hold |
16,261
| – | – | 0.59% | 46 |
|
|
2022
Q4 | $1.7M | Buy |
+16,261
| New | +$1.7M | 0.58% | 48 |
|