Delap Wealth Advisory’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 | $421K | Hold |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $752K | Buy |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $750K | Buy |
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