Client 1st Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $391K | Hold |
|
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|
2024
Q3 | $394K | Hold |
|
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $730K | Hold |
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|
2021
Q4 | $750K | Hold |
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|
2021
Q3 | $751K | Buy |
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|
2021
Q2 | $628K | Buy |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $281K | Buy |
|